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 | $92,662 | $157,256-41.1% | $141,162-34.4% | $152,861-39.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 21.81% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $252 | $5,261-95.2% | $4,735-94.7% | $4,762-94.7% |
| Participant deferral / active EE | $7,386 | $7,109+3.9% | $6,709+10.1% | $5,850+26.2% |
| Admin fee / account holder | $17,433 | $12,120+43.8% | $10,261+69.9% | $11,596+50.3% |