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 | $85,215 | $86,286-1.2% | $111,297-23.4% | $85,850-0.7% |
| Participation rate | 93.5% | 73.3%+20.2pp | 77.3%+16.2pp | 69.3%+24.2pp |
| Annual return | 20.15% | 19.99%+0.2pp | 54.65%-34.5pp | 318.53%-298.4pp |
| Employer contribution / active EE | $496 | $2,043-75.7% | $2,731-81.8% | $2,565-80.7% |
| Participant deferral / active EE | $3,779 | $3,641+3.8% | $4,487-15.8% | $3,952-4.4% |
| Admin fee / account holder | $3,041 | $8,188-62.9% | $7,964-61.8% | $6,260-51.4% |