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 | $69,988 | $197,591-64.6% | $177,821-60.6% | $158,922-56.0% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 16.84% | 58.76%-41.9pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,374 | $6,697-79.5% | $5,918-76.8% | $4,761-71.1% |
| Participant deferral / active EE | $5,091 | $8,405-39.4% | $7,714-34.0% | $5,982-14.9% |
| Admin fee / account holder | $21,378 | $15,399+38.8% | $12,427+72.0% | $11,246+90.1% |