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 | $109,931 | $183,519-40.1% | $155,509-29.3% | $145,922-24.7% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 9.39% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $743 | $5,313-86.0% | $4,672-84.1% | $4,660-84.0% |
| Participant deferral / active EE | $5,797 | $6,462-10.3% | $5,626+3.0% | $6,688-13.3% |
| Admin fee / account holder | $5,416 | $19,313-72.0% | $15,912-66.0% | $13,397-59.6% |