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 | $60,914 | $197,591-69.2% | $177,821-65.7% | $158,922-61.7% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.7%-6.8pp | 82.0%-1.0pp |
| Annual return | 9.30% | 58.76%-49.5pp | 48.32%-39.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $551 | $6,697-91.8% | $5,918-90.7% | $4,761-88.4% |
| Participant deferral / active EE | $5,150 | $8,405-38.7% | $7,714-33.2% | $5,982-13.9% |
| Admin fee / account holder | $1,541 | $15,399-90.0% | $12,427-87.6% | $11,246-86.3% |