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 | $78,384 | $124,319-36.9% | $111,297-29.6% | $167,490-53.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 13.11% | 37.44%-24.3pp | 54.65%-41.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $687 | $3,435-80.0% | $2,731-74.9% | $4,837-85.8% |
| Participant deferral / active EE | $2,632 | $5,180-49.2% | $4,487-41.3% | $6,341-58.5% |
| Admin fee / account holder | $20,646 | $10,618+94.4% | $7,964+159.2% | $12,309+67.7% |