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 | $88,865 | $159,602-44.3% | $150,045-40.8% | $142,382-37.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 15.48% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $577 | $4,961-88.4% | $4,693-87.7% | $4,299-86.6% |
| Participant deferral / active EE | $8,260 | $8,310-0.6% | $7,997+3.3% | $6,507+26.9% |
| Admin fee / account holder | $27,153 | $14,846+82.9% | $13,435+102.1% | $12,624+115.1% |