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 7-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 | $25,586 | $112,096-77.2% | $95,952-73.3% | $158,922-83.9% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | 17.66% | 171.09%-153.4pp | 91.61%-74.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $342 | $3,198-89.3% | $2,541-86.6% | $4,761-92.8% |
| Participant deferral / active EE | $2,866 | $4,784-40.1% | $4,167-31.2% | $5,982-52.1% |
| Admin fee / account holder | $1,173 | $10,130-88.4% | $6,795-82.7% | $11,246-89.6% |