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 | $87,753 | $115,882-24.3% | $100,516-12.7% | $158,922-44.8% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 13.16% | 34.79%-21.6pp | 30.89%-17.7pp | 302.83%-289.7pp |
| Employer contribution / active EE | $261 | $4,103-93.6% | $3,418-92.4% | $4,761-94.5% |
| Participant deferral / active EE | $5,076 | $6,674-23.9% | $6,270-19.0% | $5,982-15.1% |
| Admin fee / account holder | $2,221 | $10,995-79.8% | $8,081-72.5% | $11,246-80.2% |