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 | $46,704 | $106,584-56.2% | $101,326-53.9% | $142,382-67.2% |
| Participation rate | 70.8% | 82.7%-11.9pp | 81.5%-10.7pp | 80.1%-9.3pp |
| Annual return | 13.48% | 36.93%-23.4pp | 36.82%-23.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,755 | $8,297-66.8% | $7,994-65.5% | $6,507-57.7% |
| Admin fee / account holder | $581 | $11,446-94.9% | $11,185-94.8% | $12,624-95.4% |