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 | $81,888 | $209,336-60.9% | $197,124-58.5% | $137,256-40.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.37% | 48.09%-32.7pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,119 | $6,591-83.0% | $6,227-82.0% | $4,156-73.1% |
| Participant deferral / active EE | $4,679 | $9,614-51.3% | $9,135-48.8% | $6,407-27.0% |
| Admin fee / account holder | $6,182 | $17,308-64.3% | $16,298-62.1% | $12,270-49.6% |