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 | $114,401 | $176,056-35.0% | $159,436-28.2% | $167,490-31.7% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 14.51% | 331.75%-317.2pp | 263.57%-249.1pp | 478.56%-464.0pp |
| Employer contribution / active EE | $697 | $5,297-86.9% | $4,829-85.6% | $4,837-85.6% |
| Participant deferral / active EE | $4,755 | $7,750-38.7% | $7,352-35.3% | $6,341-25.0% |
| Admin fee / account holder | $311 | $12,554-97.5% | $10,799-97.1% | $12,309-97.5% |