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 | $94,536 | $159,602-40.8% | $150,045-37.0% | $142,382-33.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 15.03% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $770 | $4,961-84.5% | $4,693-83.6% | $4,299-82.1% |
| Participant deferral / active EE | $7,807 | $8,310-6.1% | $7,997-2.4% | $6,507+20.0% |
| Admin fee / account holder | $4,227 | $14,846-71.5% | $13,435-68.5% | $12,624-66.5% |