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 | $110,247 | $152,587-27.7% | $125,175-11.9% | $152,861-27.9% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 16.68% | 54.84%-38.2pp | 43.79%-27.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $748 | $4,946-84.9% | $3,865-80.6% | $4,762-84.3% |
| Participant deferral / active EE | $2,777 | $5,868-52.7% | $4,937-43.7% | $5,850-52.5% |
| Admin fee / account holder | $3,845 | $13,434-71.4% | $9,702-60.4% | $11,596-66.8% |