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 | $104,276 | $162,781-35.9% | $133,956-22.2% | $158,922-34.4% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 10.78% | 41.94%-31.2pp | 45.09%-34.3pp | 302.83%-292.0pp |
| Employer contribution / active EE | $835 | $4,975-83.2% | $3,919-78.7% | $4,761-82.5% |
| Participant deferral / active EE | $3,654 | $5,911-38.2% | $5,048-27.6% | $5,982-38.9% |
| Admin fee / account holder | $1,729 | $11,736-85.3% | $8,927-80.6% | $11,246-84.6% |