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 | $89,370 | $177,572-49.7% | $154,803-42.3% | $142,382-37.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.62% | 65.07%-50.4pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $738 | $4,810-84.7% | $4,305-82.9% | $4,299-82.8% |
| Participant deferral / active EE | $13,084 | $6,272+108.6% | $5,540+136.1% | $6,507+101.1% |
| Admin fee / account holder | $582 | $16,786-96.5% | $14,329-95.9% | $12,624-95.4% |