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 | $77,778 | $99,652-22.0% | $78,778-1.3% | $147,584-47.3% |
| Participation rate | 70.6% | 76.2%-5.6pp | 69.2%+1.4pp | 82.8%-12.2pp |
| Annual return | 17.90% | 47.28%-29.4pp | 35.62%-17.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $249 | $2,796-91.1% | $1,986-87.4% | $4,876-94.9% |
| Participant deferral / active EE | $1,245 | $3,664-66.0% | $2,958-57.9% | $5,439-77.1% |
| Admin fee / account holder | $1,958 | $7,155-72.6% | $5,134-61.9% | $10,885-82.0% |