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 | $99,373 | $198,466-49.9% | $170,442-41.7% | $147,584-32.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 10.56% | 257.29%-246.7pp | 205.93%-195.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $782 | $6,184-87.3% | $5,433-85.6% | $4,876-84.0% |
| Participant deferral / active EE | $2,608 | $5,629-53.7% | $4,939-47.2% | $5,439-52.1% |
| Admin fee / account holder | $1,258 | $16,852-92.5% | $13,880-90.9% | $10,885-88.4% |