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 | $87,779 | $183,963-52.3% | $162,163-45.9% | $152,861-42.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 17.52% | 150.76%-133.2pp | 115.59%-98.1pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,184 | $6,371-81.4% | $5,614-78.9% | $4,762-75.1% |
| Participant deferral / active EE | $5,515 | $8,034-31.3% | $7,298-24.4% | $5,850-5.7% |
| Admin fee / account holder | $2,626 | $13,121-80.0% | $10,843-75.8% | $11,596-77.4% |