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 | $122,895 | $176,812-30.5% | $146,665-16.2% | $167,490-26.6% |
| Participation rate | 78.9% | 83.6%-4.7pp | 80.1%-1.1pp | 82.1%-3.2pp |
| Annual return | 9.95% | 24.03%-14.1pp | 22.74%-12.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $976 | $5,160-81.1% | $4,136-76.4% | $4,837-79.8% |
| Participant deferral / active EE | $4,298 | $6,440-33.3% | $5,506-21.9% | $6,341-32.2% |
| Admin fee / account holder | $38,616 | $13,259+191.2% | $10,280+275.7% | $12,309+213.7% |