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 | $54,951 | $157,256-65.1% | $141,162-61.1% | $152,861-64.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 20.09% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $486 | $5,261-90.8% | $4,735-89.7% | $4,762-89.8% |
| Participant deferral / active EE | $6,123 | $7,109-13.9% | $6,709-8.7% | $5,850+4.7% |
| Admin fee / account holder | $4,904 | $12,120-59.5% | $10,261-52.2% | $11,596-57.7% |