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 | $106,193 | $111,535-4.8% | $105,223+0.9% | $137,256-22.6% |
| Participation rate | 81.0% | 78.1%+2.9pp | 75.0%+5.9pp | 80.0%+1.0pp |
| Annual return | 12.50% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $673 | $3,939-82.9% | $3,689-81.8% | $4,156-83.8% |
| Participant deferral / active EE | $2,824 | $5,500-48.7% | $5,072-44.3% | $6,407-55.9% |
| Admin fee / account holder | $23,880 | $9,721+145.6% | $8,859+169.6% | $12,270+94.6% |