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 | $90,257 | $111,301-18.9% | $112,977-20.1% | $158,922-43.2% |
| Participation rate | 78.6% | 83.5%-4.9pp | 82.6%-4.0pp | 82.0%-3.4pp |
| Annual return | 12.45% | 26.40%-13.9pp | 24.24%-11.8pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,154 | $4,471-74.2% | $4,255-72.9% | $4,761-75.8% |
| Participant deferral / active EE | $4,630 | $5,880-21.3% | $5,836-20.7% | $5,982-22.6% |
| Admin fee / account holder | $3,632 | $8,392-56.7% | $6,294-42.3% | $11,246-67.7% |