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 | $45,542 | $162,781-72.0% | $133,956-66.0% | $158,922-71.3% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 15.97% | 41.94%-26.0pp | 45.09%-29.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $871 | $4,975-82.5% | $3,919-77.8% | $4,761-81.7% |
| Participant deferral / active EE | $5,876 | $5,911-0.6% | $5,048+16.4% | $5,982-1.8% |
| Admin fee / account holder | $302 | $11,736-97.4% | $8,927-96.6% | $11,246-97.3% |