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 | $53,522 | $165,984-67.8% | $164,813-67.5% | $145,922-63.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 11.84% | 100.03%-88.2pp | 69.93%-58.1pp | 561.29%-549.4pp |
| Employer contribution / active EE | $845 | $5,273-84.0% | $4,341-80.5% | $4,660-81.9% |
| Participant deferral / active EE | $7,287 | $6,959+4.7% | $6,031+20.8% | $6,688+9.0% |
| Admin fee / account holder | $25,485 | $16,648+53.1% | $12,690+100.8% | $13,397+90.2% |