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 | $93,760 | $118,680-21.0% | $98,907-5.2% | $158,922-41.0% |
| Participation rate | 70.0% | 77.8%-7.8pp | 76.0%-6.0pp | 82.0%-12.0pp |
| Annual return | 12.88% | 372.35%-359.5pp | 196.43%-183.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $200 | $3,333-94.0% | $2,689-92.6% | $4,761-95.8% |
| Participant deferral / active EE | $2,672 | $5,088-47.5% | $4,244-37.0% | $5,982-55.3% |
| Admin fee / account holder | $6,061 | $10,131-40.2% | $6,642-8.7% | $11,246-46.1% |