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 | $64,122 | $185,822-65.5% | $169,993-62.3% | $139,434-54.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 25.57% | 60.50%-34.9pp | 53.37%-27.8pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,243 | $7,590-83.6% | $6,785-81.7% | $4,751-73.8% |
| Participant deferral / active EE | $6,138 | $11,622-47.2% | $10,408-41.0% | $6,710-8.5% |
| Admin fee / account holder | $7,023 | $15,381-54.3% | $12,815-45.2% | $11,403-38.4% |