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 | $93,631 | $106,515-12.1% | $96,683-3.2% | $139,434-32.8% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 14.11% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $292 | $4,103-92.9% | $3,737-92.2% | $4,751-93.9% |
| Participant deferral / active EE | $5,127 | $5,454-6.0% | $4,878+5.1% | $6,710-23.6% |
| Admin fee / account holder | $30,915 | $7,877+292.5% | $6,730+359.4% | $11,403+171.1% |