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 | $102,004 | $148,534-31.3% | $135,903-24.9% | $139,434-26.8% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 16.19% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $651 | $5,243-87.6% | $4,856-86.6% | $4,751-86.3% |
| Participant deferral / active EE | $6,616 | $8,100-18.3% | $7,758-14.7% | $6,710-1.4% |
| Admin fee / account holder | $2,208 | $12,400-82.2% | $10,762-79.5% | $11,403-80.6% |