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 | $113,171 | $148,534-23.8% | $135,903-16.7% | $139,434-18.8% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 15.97% | 79.19%-63.2pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $498 | $5,243-90.5% | $4,856-89.7% | $4,751-89.5% |
| Participant deferral / active EE | $4,981 | $8,100-38.5% | $7,758-35.8% | $6,710-25.8% |
| Admin fee / account holder | $2,645 | $12,400-78.7% | $10,762-75.4% | $11,403-76.8% |