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 | $65,702 | $165,912-60.4% | $122,332-46.3% | $147,584-55.5% |
| Participation rate | 78.6% | 79.6%-1.0pp | 71.6%+6.9pp | 82.8%-4.3pp |
| Annual return | 11.31% | 34.55%-23.2pp | 30.27%-19.0pp | 578.55%-567.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,280 | $4,005-68.0% | $3,287-61.1% | $5,439-76.5% |
| Admin fee / account holder | $7,686 | $7,424+3.5% | $5,478+40.3% | $10,885-29.4% |