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 | $83,927 | $87,733-4.3% | $106,548-21.2% | $85,850-2.2% |
| Participation rate | 76.2% | 71.9%+4.3pp | 76.1%+0.1pp | 69.3%+6.9pp |
| Annual return | 16.11% | 21.86%-5.7pp | 26.80%-10.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $449 | $2,073-78.3% | $2,819-84.1% | $2,565-82.5% |
| Participant deferral / active EE | $2,964 | $3,469-14.6% | $4,398-32.6% | $3,952-25.0% |
| Admin fee / account holder | $4,722 | $6,767-30.2% | $7,407-36.2% | $6,260-24.6% |