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 | $108,137 | $124,425-13.1% | $112,040-3.5% | $137,256-21.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.38% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $633 | $3,411-81.4% | $2,954-78.6% | $4,156-84.8% |
| Participant deferral / active EE | $4,848 | $5,718-15.2% | $5,098-4.9% | $6,407-24.3% |
| Admin fee / account holder | $2,051 | $15,207-86.5% | $12,098-83.0% | $12,270-83.3% |