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 5-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 | $24,070 | $177,572-86.4% | $154,803-84.5% | $142,382-83.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 17.83% | 65.07%-47.2pp | 58.88%-41.1pp | 217.08%-199.2pp |
| Employer contribution / active EE | $583 | $4,810-87.9% | $4,305-86.5% | $4,299-86.4% |
| Participant deferral / active EE | $4,755 | $6,272-24.2% | $5,540-14.2% | $6,507-26.9% |
| Admin fee / account holder | $4,163 | $16,786-75.2% | $14,329-70.9% | $12,624-67.0% |