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 | $87,419 | $197,591-55.8% | $177,821-50.8% | $158,922-45.0% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 13.81% | 58.76%-44.9pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,436 | $6,697-78.6% | $5,918-75.7% | $4,761-69.8% |
| Participant deferral / active EE | $3,591 | $8,405-57.3% | $7,714-53.4% | $5,982-40.0% |
| Admin fee / account holder | $514 | $15,399-96.7% | $12,427-95.9% | $11,246-95.4% |