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 | $84,626 | $165,335-48.8% | $149,696-43.5% | $158,922-46.8% |
| Participation rate | 73.9% | 84.6%-10.7pp | 82.5%-8.6pp | 82.0%-8.0pp |
| Annual return | 12.67% | 348.15%-335.5pp | 276.60%-263.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $559 | $5,103-89.0% | $4,644-88.0% | $4,761-88.3% |
| Participant deferral / active EE | $5,593 | $7,181-22.1% | $6,842-18.3% | $5,982-6.5% |
| Admin fee / account holder | $9,622 | $10,807-11.0% | $9,309+3.4% | $11,246-14.4% |