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 | $185,288 | $124,281+49.1% | $109,143+69.8% | $167,490+10.6% |
| Participation rate | 73.3% | 79.4%-6.1pp | 75.9%-2.5pp | 82.1%-8.8pp |
| Annual return | 20.99% | 26.04%-5.0pp | 25.75%-4.8pp | 478.56%-457.6pp |
| Employer contribution / active EE | $716 | $4,207-83.0% | $3,722-80.8% | $4,837-85.2% |
| Participant deferral / active EE | $3,879 | $5,255-26.2% | $4,653-16.6% | $6,341-38.8% |
| Admin fee / account holder | $2,907 | $7,970-63.5% | $6,752-57.0% | $12,309-76.4% |