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 | $108,421 | $181,894-40.4% | $156,549-30.7% | $273,961-60.4% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 12.15% | 30.74%-18.6pp | 32.23%-20.1pp | 41.45%-29.3pp |
| Employer contribution / active EE | $1,086 | $6,248-82.6% | $5,501-80.3% | $4,869-77.7% |
| Participant deferral / active EE | $6,183 | $5,550+11.4% | $4,871+26.9% | $5,287+16.9% |
| Admin fee / account holder | $20,000 | $15,559+28.5% | $13,027+53.5% | $10,132+97.4% |