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 | $97,059 | $157,256-38.3% | $141,162-31.2% | $152,861-36.5% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.4%+2.6pp |
| Annual return | 17.47% | 64.32%-46.9pp | 71.39%-53.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $847 | $5,261-83.9% | $4,735-82.1% | $4,762-82.2% |
| Participant deferral / active EE | $5,753 | $7,109-19.1% | $6,709-14.3% | $5,850-1.7% |
| Admin fee / account holder | $404 | $12,120-96.7% | $10,261-96.1% | $11,596-96.5% |