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 | $108,058 | $149,734-27.8% | $118,925-9.1% | $158,922-32.0% |
| Participation rate | 82.4% | 82.1%+0.3pp | 75.4%+7.0pp | 82.0%+0.4pp |
| Annual return | 11.01% | 19.95%-8.9pp | 35.88%-24.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $774 | $4,115-81.2% | $3,263-76.3% | $4,761-83.7% |
| Participant deferral / active EE | $2,775 | $5,223-46.9% | $4,265-34.9% | $5,982-53.6% |
| Admin fee / account holder | $34,352 | $8,603+299.3% | $6,581+422.0% | $11,246+205.5% |