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 | $99,421 | $165,335-39.9% | $149,696-33.6% | $158,922-37.4% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 10.54% | 348.15%-337.6pp | 276.60%-266.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $428 | $5,103-91.6% | $4,644-90.8% | $4,761-91.0% |
| Participant deferral / active EE | $4,276 | $7,181-40.5% | $6,842-37.5% | $5,982-28.5% |
| Admin fee / account holder | $457 | $10,807-95.8% | $9,309-95.1% | $11,246-95.9% |