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 | $118,242 | $160,055-26.1% | $140,016-15.6% | $135,375-12.7% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | 0.64% | 911.38%-910.7pp | 651.12%-650.5pp | 519.73%-519.1pp |
| Employer contribution / active EE | $983 | $6,420-84.7% | $5,606-82.5% | $4,779-79.4% |
| Participant deferral / active EE | $7,698 | $7,642+0.7% | $6,927+11.1% | $5,609+37.3% |
| Admin fee / account holder | $18,351 | $13,328+37.7% | $10,705+71.4% | $10,827+69.5% |