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 | $178,174-48.5% | $156,181-41.2% | $137,256-33.1% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.8%-0.3pp | 80.0%-1.4pp |
| Annual return | 13.03% | 84.19%-71.2pp | 64.87%-51.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,434 | $6,888+7.9% | $6,132+21.2% | $6,407+16.0% |
| Admin fee / account holder | $13,308 | $17,404-23.5% | $14,586-8.8% | $12,270+8.5% |