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 | $95,400 | $152,587-37.5% | $125,175-23.8% | $152,861-37.6% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 21.31% | 54.84%-33.5pp | 43.79%-22.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $800 | $4,946-83.8% | $3,865-79.3% | $4,762-83.2% |
| Participant deferral / active EE | $5,834 | $5,868-0.6% | $4,937+18.2% | $5,850-0.3% |
| Admin fee / account holder | $19,273 | $13,434+43.5% | $9,702+98.6% | $11,596+66.2% |