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 | $96,152 | $217,402-55.8% | $185,823-48.3% | $167,490-42.6% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.35% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $585 | $5,873-90.0% | $5,167-88.7% | $4,837-87.9% |
| Participant deferral / active EE | $4,333 | $6,356-31.8% | $5,568-22.2% | $6,341-31.7% |
| Admin fee / account holder | $809 | $19,811-95.9% | $16,237-95.0% | $12,309-93.4% |