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 | $45,767 | $177,572-74.2% | $154,803-70.4% | $142,382-67.9% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 16.23% | 65.07%-48.8pp | 58.88%-42.7pp | 217.08%-200.8pp |
| Employer contribution / active EE | $302 | $4,810-93.7% | $4,305-93.0% | $4,299-93.0% |
| Participant deferral / active EE | $3,456 | $6,272-44.9% | $5,540-37.6% | $6,507-46.9% |
| Admin fee / account holder | $2,418 | $16,786-85.6% | $14,329-83.1% | $12,624-80.8% |