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 | $108,825 | $176,056-38.2% | $159,436-31.7% | $167,490-35.0% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 13.86% | 331.75%-317.9pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $450 | $5,297-91.5% | $4,829-90.7% | $4,837-90.7% |
| Participant deferral / active EE | $4,498 | $7,750-42.0% | $7,352-38.8% | $6,341-29.1% |
| Admin fee / account holder | $9,047 | $12,554-27.9% | $10,799-16.2% | $12,309-26.5% |