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 | $42,900 | $78,672-45.5% | $109,143-60.7% | $85,850-50.0% |
| Participation rate | 97.1% | 68.3%+28.8pp | 75.9%+21.2pp | 69.3%+27.8pp |
| Annual return | 26.04% | 25.09%+0.9pp | 25.75%+0.3pp | 318.53%-292.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,122 | $3,467+18.9% | $4,653-11.4% | $3,952+4.3% |
| Admin fee / account holder | $2,753 | $5,469-49.7% | $6,752-59.2% | $6,260-56.0% |