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 5-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 | $35,472 | $167,307-78.8% | $143,757-75.3% | $134,475-73.6% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | 28.89% | 0.46%+28.4pp | -0.04%+28.9pp | 417.96%-389.1pp |
| Employer contribution / active EE | $904 | $5,619-83.9% | $4,951-81.7% | $4,740-80.9% |
| Participant deferral / active EE | $2,994 | $6,446-53.6% | $5,637-46.9% | $6,400-53.2% |
| Admin fee / account holder | $547 | $18,088-97.0% | $14,673-96.3% | $11,426-95.2% |