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 | $154,354 | $228,332-32.4% | $185,823-16.9% | $158,922-2.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.33% | 40.80%-23.5pp | 35.95%-18.6pp | 302.83%-285.5pp |
| Employer contribution / active EE | $422 | $4,967-91.5% | $4,087-89.7% | $4,761-91.1% |
| Participant deferral / active EE | $20,013 | $6,415+212.0% | $5,632+255.4% | $5,982+234.6% |
| Admin fee / account holder | $3,147 | $11,864-73.5% | $9,500-66.9% | $11,246-72.0% |