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 | $34,145 | $148,534-77.0% | $135,903-74.9% | $139,434-75.5% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 14.56% | 79.19%-64.6pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $270 | $5,243-94.9% | $4,856-94.4% | $4,751-94.3% |
| Participant deferral / active EE | $4,479 | $8,100-44.7% | $7,758-42.3% | $6,710-33.2% |
| Admin fee / account holder | $11,237 | $12,400-9.4% | $10,762+4.4% | $11,403-1.5% |