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 | $97,117 | $163,101-40.5% | $136,749-29.0% | $142,382-31.8% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 15.29% | 27.54%-12.3pp | 24.33%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $513 | $4,117-87.5% | $3,400-84.9% | $4,299-88.1% |
| Participant deferral / active EE | $4,009 | $5,585-28.2% | $4,692-14.5% | $6,507-38.4% |
| Admin fee / account holder | $7,804 | $14,318-45.5% | $11,386-31.5% | $12,624-38.2% |