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 | $71,835 | $154,117-53.4% | $129,995-44.7% | $139,434-48.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 17.88% | 32.48%-14.6pp | -137.18%+155.1pp | 372.94%-355.1pp |
| Employer contribution / active EE | $800 | $5,289-84.9% | $4,320-81.5% | $4,751-83.2% |
| Participant deferral / active EE | $5,536 | $6,710-17.5% | $5,820-4.9% | $6,710-17.5% |
| Admin fee / account holder | $2,644 | $14,007-81.1% | $10,614-75.1% | $11,403-76.8% |