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 | $151,516 | $217,402-30.3% | $185,823-18.5% | $167,490-9.5% |
| Participation rate | 81.3% | 86.0%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 11.00% | 148.36%-137.4pp | 122.05%-111.0pp | 478.56%-467.6pp |
| Employer contribution / active EE | $908 | $5,873-84.5% | $5,167-82.4% | $4,837-81.2% |
| Participant deferral / active EE | $4,868 | $6,356-23.4% | $5,568-12.6% | $6,341-23.2% |
| Admin fee / account holder | $41,804 | $19,811+111.0% | $16,237+157.5% | $12,309+239.6% |