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 | $84,409 | $100,754-16.2% | $86,677-2.6% | $134,475-37.2% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | 6.79% | 29.04%-22.2pp | 35.91%-29.1pp | 417.96%-411.2pp |
| Employer contribution / active EE | $343 | $3,489-90.2% | $2,836-87.9% | $4,740-92.8% |
| Participant deferral / active EE | $2,650 | $5,338-50.4% | $4,656-43.1% | $6,400-58.6% |
| Admin fee / account holder | $751 | $10,926-93.1% | $7,493-90.0% | $11,426-93.4% |