See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,518 | $102,828-34.3% | $105,387-35.9% | $152,861-55.8% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.6%-6.1pp | 82.4%-6.0pp |
| Annual return | 16.79% | 20.85%-4.1pp | 26.82%-10.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $966 | $4,473-78.4% | $4,213-77.1% | $4,762-79.7% |
| Participant deferral / active EE | $3,227 | $5,465-41.0% | $5,502-41.4% | $5,850-44.8% |
| Admin fee / account holder | $2,895 | $8,683-66.7% | $6,559-55.9% | $11,596-75.0% |