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 | $108,400 | $228,332-52.5% | $185,823-41.7% | $158,922-31.8% |
| Participation rate | 72.7% | 82.3%-9.6pp | 78.0%-5.3pp | 82.0%-9.2pp |
| Annual return | 5.11% | 40.80%-35.7pp | 35.95%-30.8pp | 302.83%-297.7pp |
| Employer contribution / active EE | $343 | $4,967-93.1% | $4,087-91.6% | $4,761-92.8% |
| Participant deferral / active EE | $1,352 | $6,415-78.9% | $5,632-76.0% | $5,982-77.4% |
| Admin fee / account holder | $725 | $11,864-93.9% | $9,500-92.4% | $11,246-93.6% |