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 | $108,146 | $152,587-29.1% | $125,175-13.6% | $152,861-29.3% |
| Participation rate | 84.2% | 83.3%+0.9pp | 79.8%+4.4pp | 82.4%+1.8pp |
| Annual return | 20.40% | 54.84%-34.4pp | 43.79%-23.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $933 | $4,946-81.1% | $3,865-75.9% | $4,762-80.4% |
| Participant deferral / active EE | $3,713 | $5,868-36.7% | $4,937-24.8% | $5,850-36.5% |
| Admin fee / account holder | $12,663 | $13,434-5.7% | $9,702+30.5% | $11,596+9.2% |