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 | $83,804 | $197,591-57.6% | $177,821-52.9% | $158,922-47.3% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.7%-0.8pp | 82.0%+5.0pp |
| Annual return | 21.34% | 58.76%-37.4pp | 48.32%-27.0pp | 302.83%-281.5pp |
| Employer contribution / active EE | $408 | $6,697-93.9% | $5,918-93.1% | $4,761-91.4% |
| Participant deferral / active EE | $3,691 | $8,405-56.1% | $7,714-52.1% | $5,982-38.3% |
| Admin fee / account holder | $840 | $15,399-94.5% | $12,427-93.2% | $11,246-92.5% |