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 | $43,536 | $148,534-70.7% | $135,903-68.0% | $139,434-68.8% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 19.43% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,647 | $8,100-67.3% | $7,758-65.9% | $6,710-60.5% |
| Admin fee / account holder | $572 | $12,400-95.4% | $10,762-94.7% | $11,403-95.0% |