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 5-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 | $99,322 | $175,202-43.3% | $149,673-33.6% | $139,434-28.8% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 21.11% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $913 | $5,474-83.3% | $4,818-81.0% | $4,751-80.8% |
| Participant deferral / active EE | $5,410 | $6,519-17.0% | $5,680-4.8% | $6,710-19.4% |
| Admin fee / account holder | $823 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |