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 | $206,880 | $227,553-9.1% | $189,557+9.1% | $167,490+23.5% |
| Participation rate | 77.3% | 82.5%-5.2pp | 78.4%-1.2pp | 82.1%-4.8pp |
| Annual return | 9.83% | 78.40%-68.6pp | 64.17%-54.3pp | 478.56%-468.7pp |
| Employer contribution / active EE | $379 | $5,316-92.9% | $4,412-91.4% | $4,837-92.2% |
| Participant deferral / active EE | $3,792 | $7,002-45.8% | $6,174-38.6% | $6,341-40.2% |
| Admin fee / account holder | $9,330 | $11,878-21.5% | $9,807-4.9% | $12,309-24.2% |