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 | $73,894 | $185,822-60.2% | $169,993-56.5% | $139,434-47.0% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.2pp |
| Annual return | 17.41% | 60.50%-43.1pp | 53.37%-36.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $239 | $7,590-96.9% | $6,785-96.5% | $4,751-95.0% |
| Participant deferral / active EE | $5,396 | $11,622-53.6% | $10,408-48.2% | $6,710-19.6% |
| Admin fee / account holder | $1,697 | $15,381-89.0% | $12,815-86.8% | $11,403-85.1% |