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 | $83,187 | $154,117-46.0% | $129,995-36.0% | $139,434-40.3% |
| Participation rate | 73.9% | 82.0%-8.0pp | 78.5%-4.6pp | 80.3%-6.4pp |
| Annual return | 9.52% | 32.48%-23.0pp | -137.18%+146.7pp | 372.94%-363.4pp |
| Employer contribution / active EE | $782 | $5,289-85.2% | $4,320-81.9% | $4,751-83.5% |
| Participant deferral / active EE | $2,817 | $6,710-58.0% | $5,820-51.6% | $6,710-58.0% |
| Admin fee / account holder | $6,030 | $14,007-57.0% | $10,614-43.2% | $11,403-47.1% |