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 | $68,409 | $197,591-65.4% | $177,821-61.5% | $158,922-57.0% |
| Participation rate | 86.4% | 88.5%-2.2pp | 87.7%-1.4pp | 82.0%+4.4pp |
| Annual return | 9.86% | 58.76%-48.9pp | 48.32%-38.5pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,109 | $6,697-83.4% | $5,918-81.3% | $4,761-76.7% |
| Participant deferral / active EE | $3,998 | $8,405-52.4% | $7,714-48.2% | $5,982-33.2% |
| Admin fee / account holder | $5,280 | $15,399-65.7% | $12,427-57.5% | $11,246-53.1% |