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 | $91,010 | $97,744-6.9% | $103,476-12.0% | $145,922-37.6% |
| Participation rate | 73.9% | 81.1%-7.2pp | 80.5%-6.6pp | 80.3%-6.4pp |
| Annual return | 12.63% | 25.41%-12.8pp | 23.90%-11.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $768 | $4,677-83.6% | $4,672-83.6% | $4,660-83.5% |
| Participant deferral / active EE | $4,393 | $6,603-33.5% | $6,623-33.7% | $6,688-34.3% |
| Admin fee / account holder | $11,960 | $12,515-4.4% | $9,413+27.1% | $13,397-10.7% |