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 3-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 | $109,490 | $175,202-37.5% | $149,673-26.8% | $139,434-21.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.91% | 166.71%-153.8pp | 134.42%-121.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $990 | $5,474-81.9% | $4,818-79.4% | $4,751-79.2% |
| Participant deferral / active EE | $3,061 | $6,519-53.0% | $5,680-46.1% | $6,710-54.4% |
| Admin fee / account holder | $9,661 | $16,150-40.2% | $13,210-26.9% | $11,403-15.3% |