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 | $100,802 | $157,256-35.9% | $141,162-28.6% | $152,861-34.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 25.72% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $797 | $5,261-84.8% | $4,735-83.2% | $4,762-83.3% |
| Participant deferral / active EE | $7,195 | $7,109+1.2% | $6,709+7.2% | $5,850+23.0% |
| Admin fee / account holder | $1,031 | $12,120-91.5% | $10,261-90.0% | $11,596-91.1% |