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 | $91,808 | $179,726-48.9% | $156,263-41.2% | $142,382-35.5% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.9%-0.3pp | 80.1%-1.5pp |
| Annual return | 13.03% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,434 | $6,956+6.9% | $6,158+20.7% | $6,507+14.2% |
| Admin fee / account holder | $13,308 | $17,272-23.0% | $14,255-6.6% | $12,624+5.4% |