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 | $113,583 | $165,984-31.6% | $164,813-31.1% | $145,922-22.2% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.6%+0.3pp | 80.3%-1.3pp |
| Annual return | 11.85% | 100.03%-88.2pp | 69.93%-58.1pp | 561.29%-549.4pp |
| Employer contribution / active EE | $609 | $5,273-88.5% | $4,341-86.0% | $4,660-86.9% |
| Participant deferral / active EE | $2,097 | $6,959-69.9% | $6,031-65.2% | $6,688-68.6% |
| Admin fee / account holder | $27,463 | $16,648+65.0% | $12,690+116.4% | $13,397+105.0% |