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 | $136,369 | $209,411-34.9% | $178,490-23.6% | $158,922-14.2% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 9.85% | 188.75%-178.9pp | 151.07%-141.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,078 | $5,706-81.1% | $5,011-78.5% | $4,761-77.4% |
| Participant deferral / active EE | $7,374 | $5,954+23.8% | $5,202+41.8% | $5,982+23.3% |
| Admin fee / account holder | $10,625 | $17,074-37.8% | $13,984-24.0% | $11,246-5.5% |