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 | $87,147 | $112,096-22.3% | $95,952-9.2% | $158,922-45.2% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 10.47% | 171.09%-160.6pp | 91.61%-81.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $247 | $3,198-92.3% | $2,541-90.3% | $4,761-94.8% |
| Participant deferral / active EE | $2,472 | $4,784-48.3% | $4,167-40.7% | $5,982-58.7% |
| Admin fee / account holder | $2,608 | $10,130-74.3% | $6,795-61.6% | $11,246-76.8% |