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 | $45,321 | $176,056-74.3% | $159,436-71.6% | $167,490-72.9% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 16.39% | 331.75%-315.4pp | 263.57%-247.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,266 | $7,750-19.2% | $7,352-14.8% | $6,341-1.2% |
| Admin fee / account holder | $9,365 | $12,554-25.4% | $10,799-13.3% | $12,309-23.9% |