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 | $124,307 | $176,812-29.7% | $146,665-15.2% | $167,490-25.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.64% | 24.03%-11.4pp | 22.74%-10.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $927 | $5,160-82.0% | $4,136-77.6% | $4,837-80.8% |
| Participant deferral / active EE | $3,893 | $6,440-39.6% | $5,506-29.3% | $6,341-38.6% |
| Admin fee / account holder | $3,054 | $13,259-77.0% | $10,280-70.3% | $12,309-75.2% |