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 | $90,252 | $209,411-56.9% | $178,490-49.4% | $158,922-43.2% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 9.58% | 188.75%-179.2pp | 151.07%-141.5pp | 302.83%-293.2pp |
| Employer contribution / active EE | $886 | $5,706-84.5% | $5,011-82.3% | $4,761-81.4% |
| Participant deferral / active EE | $2,110 | $5,954-64.6% | $5,202-59.4% | $5,982-64.7% |
| Admin fee / account holder | $1,068 | $17,074-93.7% | $13,984-92.4% | $11,246-90.5% |