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 | $69,305 | $91,552-24.3% | $133,956-48.3% | $79,858-13.2% |
| Participation rate | 77.5% | 73.3%+4.1pp | 79.8%-2.4pp | 69.6%+7.8pp |
| Annual return | 11.77% | 61.85%-50.1pp | 45.09%-33.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $487 | $2,384-79.6% | $3,919-87.6% | $2,471-80.3% |
| Participant deferral / active EE | $4,320 | $3,733+15.7% | $5,048-14.4% | $3,740+15.5% |
| Admin fee / account holder | $7,173 | $6,321+13.5% | $8,927-19.6% | $5,306+35.2% |