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 | $178,008 | $154,117+15.5% | $129,995+36.9% | $139,434+27.7% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 16.04% | 32.48%-16.4pp | -137.18%+153.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $814 | $5,289-84.6% | $4,320-81.2% | $4,751-82.9% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,317 | $14,007-90.6% | $10,614-87.6% | $11,403-88.4% |