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 | $78,584 | $157,256-50.0% | $141,162-44.3% | $152,861-48.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 25.21% | 64.32%-39.1pp | 71.39%-46.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $219 | $5,261-95.8% | $4,735-95.4% | $4,762-95.4% |
| Participant deferral / active EE | $8,875 | $7,109+24.8% | $6,709+32.3% | $5,850+51.7% |
| Admin fee / account holder | $8,706 | $12,120-28.2% | $10,261-15.2% | $11,596-24.9% |