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 | $55,631 | $162,781-65.8% | $133,956-58.5% | $158,922-65.0% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 5.71% | 41.94%-36.2pp | 45.09%-39.4pp | 302.83%-297.1pp |
| Employer contribution / active EE | $844 | $4,975-83.0% | $3,919-78.5% | $4,761-82.3% |
| Participant deferral / active EE | $2,170 | $5,911-63.3% | $5,048-57.0% | $5,982-63.7% |
| Admin fee / account holder | $21,610 | $11,736+84.1% | $8,927+142.1% | $11,246+92.2% |