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 | $87,359 | $148,534-41.2% | $135,903-35.7% | $139,434-37.3% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 13.35% | 79.19%-65.8pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $988 | $5,243-81.2% | $4,856-79.7% | $4,751-79.2% |
| Participant deferral / active EE | $6,472 | $8,100-20.1% | $7,758-16.6% | $6,710-3.5% |
| Admin fee / account holder | $6,638 | $12,400-46.5% | $10,762-38.3% | $11,403-41.8% |