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 | $106,415 | $111,754-4.8% | $103,333+3.0% | $145,922-27.1% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 9.21% | 24.77%-15.6pp | 24.88%-15.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $779 | $4,212-81.5% | $3,868-79.9% | $4,660-83.3% |
| Participant deferral / active EE | $3,795 | $5,619-32.5% | $5,057-25.0% | $6,688-43.3% |
| Admin fee / account holder | $1,746 | $9,750-82.1% | $8,355-79.1% | $13,397-87.0% |