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 | $63,142 | $165,335-61.8% | $149,696-57.8% | $158,922-60.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.68% | 348.15%-336.5pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $813 | $5,103-84.1% | $4,644-82.5% | $4,761-82.9% |
| Participant deferral / active EE | $7,625 | $7,181+6.2% | $6,842+11.5% | $5,982+27.5% |
| Admin fee / account holder | $2,216 | $10,807-79.5% | $9,309-76.2% | $11,246-80.3% |