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 | $108,262 | $154,228-29.8% | $145,433-25.6% | $137,256-21.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.21% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $517 | $4,804-89.2% | $4,554-88.6% | $4,156-87.6% |
| Participant deferral / active EE | $9,332 | $8,216+13.6% | $7,897+18.2% | $6,407+45.7% |
| Admin fee / account holder | $1,045 | $14,344-92.7% | $13,129-92.0% | $12,270-91.5% |