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 | $113,258 | $177,572-36.2% | $154,803-26.8% | $142,382-20.5% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 18.16% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $250 | $4,810-94.8% | $4,305-94.2% | $4,299-94.2% |
| Participant deferral / active EE | $2,851 | $6,272-54.5% | $5,540-48.5% | $6,507-56.2% |
| Admin fee / account holder | $783 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |