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 | $128,320 | $176,056-27.1% | $159,436-19.5% | $167,490-23.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.37% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $260 | $5,297-95.1% | $4,829-94.6% | $4,837-94.6% |
| Participant deferral / active EE | $8,535 | $7,750+10.1% | $7,352+16.1% | $6,341+34.6% |
| Admin fee / account holder | $25,881 | $12,554+106.2% | $10,799+139.7% | $12,309+110.3% |