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 | $186,194 | $148,534+25.4% | $135,903+37.0% | $139,434+33.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.74% | 79.19%-54.4pp | 68.23%-43.5pp | 372.94%-348.2pp |
| Employer contribution / active EE | $964 | $5,243-81.6% | $4,856-80.2% | $4,751-79.7% |
| Participant deferral / active EE | $7,935 | $8,100-2.0% | $7,758+2.3% | $6,710+18.3% |
| Admin fee / account holder | $643 | $12,400-94.8% | $10,762-94.0% | $11,403-94.4% |