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 | $80,933 | $217,402-62.8% | $185,823-56.4% | $167,490-51.7% |
| Participation rate | 79.2% | 86.0%-6.9pp | 81.7%-2.5pp | 82.1%-2.9pp |
| Annual return | 15.07% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $637 | $5,873-89.2% | $5,167-87.7% | $4,837-86.8% |
| Participant deferral / active EE | $3,996 | $6,356-37.1% | $5,568-28.2% | $6,341-37.0% |
| Admin fee / account holder | $3,369 | $19,811-83.0% | $16,237-79.2% | $12,309-72.6% |