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 | $57,794 | $159,901-63.9% | $146,958-60.7% | $145,922-60.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 11.69% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $733 | $5,286-86.1% | $4,933-85.1% | $4,660-84.3% |
| Participant deferral / active EE | $5,009 | $8,428-40.6% | $8,070-37.9% | $6,688-25.1% |
| Admin fee / account holder | $3,889 | $15,044-74.1% | $12,998-70.1% | $13,397-71.0% |