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 | $94,386 | $183,963-48.7% | $162,163-41.8% | $152,861-38.3% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 21.48% | 150.76%-129.3pp | 115.59%-94.1pp | 345.32%-323.8pp |
| Employer contribution / active EE | $707 | $6,371-88.9% | $5,614-87.4% | $4,762-85.2% |
| Participant deferral / active EE | $4,427 | $8,034-44.9% | $7,298-39.3% | $5,850-24.3% |
| Admin fee / account holder | $2,255 | $13,121-82.8% | $10,843-79.2% | $11,596-80.6% |