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 | $121,596 | $148,534-18.1% | $135,903-10.5% | $139,434-12.8% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 19.80% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $707 | $5,243-86.5% | $4,856-85.4% | $4,751-85.1% |
| Participant deferral / active EE | $7,072 | $8,100-12.7% | $7,758-8.8% | $6,710+5.4% |
| Admin fee / account holder | $14,584 | $12,400+17.6% | $10,762+35.5% | $11,403+27.9% |