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 | $72,580 | $116,175-37.5% | $93,606-22.5% | $152,861-52.5% |
| Participation rate | 72.7% | 78.0%-5.3pp | 75.8%-3.1pp | 82.4%-9.7pp |
| Annual return | 19.01% | 35.96%-16.9pp | 32.76%-13.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $285 | $3,218-91.1% | $2,718-89.5% | $4,762-94.0% |
| Participant deferral / active EE | $2,854 | $4,603-38.0% | $4,069-29.9% | $5,850-51.2% |
| Admin fee / account holder | $4,594 | $10,748-57.3% | $7,888-41.8% | $11,596-60.4% |