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 | $163,674 | $176,812-7.4% | $146,665+11.6% | $167,490-2.3% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 12.09% | 24.03%-11.9pp | 22.74%-10.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $345 | $5,160-93.3% | $4,136-91.7% | $4,837-92.9% |
| Participant deferral / active EE | $6,185 | $6,440-4.0% | $5,506+12.3% | $6,341-2.5% |
| Admin fee / account holder | $38,722 | $13,259+192.0% | $10,280+276.7% | $12,309+214.6% |