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 | $197,799 | $152,587+29.6% | $125,175+58.0% | $152,861+29.4% |
| Participation rate | 70.0% | 83.3%-13.3pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 21.19% | 54.84%-33.6pp | 43.79%-22.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $333 | $4,946-93.3% | $3,865-91.4% | $4,762-93.0% |
| Participant deferral / active EE | $5,921 | $5,868+0.9% | $4,937+19.9% | $5,850+1.2% |
| Admin fee / account holder | $1,953 | $13,434-85.5% | $9,702-79.9% | $11,596-83.2% |