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 | $176,478 | $197,591-10.7% | $177,821-0.8% | $158,922+11.0% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 22.49% | 58.76%-36.3pp | 48.32%-25.8pp | 302.83%-280.3pp |
| Employer contribution / active EE | $965 | $6,697-85.6% | $5,918-83.7% | $4,761-79.7% |
| Participant deferral / active EE | $5,598 | $8,405-33.4% | $7,714-27.4% | $5,982-6.4% |
| Admin fee / account holder | $3,883 | $15,399-74.8% | $12,427-68.8% | $11,246-65.5% |