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 | $50,591 | $115,770-56.3% | $101,248-50.0% | $158,922-68.2% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 8.44% | 56.14%-47.7pp | 46.47%-38.0pp | 302.83%-294.4pp |
| Employer contribution / active EE | $503 | $4,175-87.9% | $3,660-86.2% | $4,761-89.4% |
| Participant deferral / active EE | $3,640 | $4,957-26.6% | $4,370-16.7% | $5,982-39.1% |
| Admin fee / account holder | $503 | $7,245-93.1% | $5,945-91.5% | $11,246-95.5% |