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 | $88,220 | $138,065-36.1% | $123,544-28.6% | $135,375-34.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 0.78% | 153.68%-152.9pp | 119.20%-118.4pp | 519.73%-519.0pp |
| Employer contribution / active EE | $620 | $5,151-88.0% | $4,628-86.6% | $4,779-87.0% |
| Participant deferral / active EE | $5,751 | $6,799-15.4% | $6,426-10.5% | $5,609+2.5% |
| Admin fee / account holder | $119,699 | $10,916+996.6% | $9,284+1189.3% | $10,827+1005.6% |