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 | $81,849 | $162,781-49.7% | $133,956-38.9% | $158,922-48.5% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 8.94% | 41.94%-33.0pp | 45.09%-36.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $846 | $4,975-83.0% | $3,919-78.4% | $4,761-82.2% |
| Participant deferral / active EE | $5,943 | $5,911+0.5% | $5,048+17.7% | $5,982-0.7% |
| Admin fee / account holder | $17,151 | $11,736+46.1% | $8,927+92.1% | $11,246+52.5% |