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 | $74,865 | $162,781-54.0% | $133,956-44.1% | $158,922-52.9% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 28.34% | 41.94%-13.6pp | 45.09%-16.8pp | 302.83%-274.5pp |
| Employer contribution / active EE | $557 | $4,975-88.8% | $3,919-85.8% | $4,761-88.3% |
| Participant deferral / active EE | $4,732 | $5,911-19.9% | $5,048-6.3% | $5,982-20.9% |
| Admin fee / account holder | $475 | $11,736-96.0% | $8,927-94.7% | $11,246-95.8% |