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 | $66,820 | $152,587-56.2% | $125,175-46.6% | $152,861-56.3% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 21.65% | 54.84%-33.2pp | 43.79%-22.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $691 | $4,946-86.0% | $3,865-82.1% | $4,762-85.5% |
| Participant deferral / active EE | $3,502 | $5,868-40.3% | $4,937-29.1% | $5,850-40.1% |
| Admin fee / account holder | $381 | $13,434-97.2% | $9,702-96.1% | $11,596-96.7% |