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 | $106,960 | $148,534-28.0% | $135,903-21.3% | $139,434-23.3% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 15.96% | 79.19%-63.2pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $593 | $5,243-88.7% | $4,856-87.8% | $4,751-87.5% |
| Participant deferral / active EE | $8,452 | $8,100+4.3% | $7,758+9.0% | $6,710+26.0% |
| Admin fee / account holder | $11,873 | $12,400-4.2% | $10,762+10.3% | $11,403+4.1% |