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 | $76,696 | $152,587-49.7% | $125,175-38.7% | $152,861-49.8% |
| Participation rate | 76.2% | 83.3%-7.1pp | 79.8%-3.6pp | 82.4%-6.3pp |
| Annual return | 20.14% | 54.84%-34.7pp | 43.79%-23.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $717 | $4,946-85.5% | $3,865-81.5% | $4,762-85.0% |
| Participant deferral / active EE | $5,893 | $5,868+0.4% | $4,937+19.4% | $5,850+0.7% |
| Admin fee / account holder | $9,809 | $13,434-27.0% | $9,702+1.1% | $11,596-15.4% |