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 | $106,700 | $162,781-34.5% | $133,956-20.3% | $158,922-32.9% |
| Participation rate | 89.5% | 83.2%+6.3pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 13.15% | 41.94%-28.8pp | 45.09%-31.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $865 | $4,975-82.6% | $3,919-77.9% | $4,761-81.8% |
| Participant deferral / active EE | $6,392 | $5,911+8.1% | $5,048+26.6% | $5,982+6.8% |
| Admin fee / account holder | $2,361 | $11,736-79.9% | $8,927-73.6% | $11,246-79.0% |