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 | $87,101 | $209,411-58.4% | $178,490-51.2% | $158,922-45.2% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 8.21% | 188.75%-180.5pp | 151.07%-142.9pp | 302.83%-294.6pp |
| Employer contribution / active EE | $769 | $5,706-86.5% | $5,011-84.6% | $4,761-83.8% |
| Participant deferral / active EE | $3,491 | $5,954-41.4% | $5,202-32.9% | $5,982-41.6% |
| Admin fee / account holder | $3,086 | $17,074-81.9% | $13,984-77.9% | $11,246-72.6% |