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 | $32,284 | $210,408-84.7% | $153,485-79.0% | $145,922-77.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.88% | 13.37%-4.5pp | 15.65%-6.8pp | 561.29%-552.4pp |
| Employer contribution / active EE | $634 | $6,048-89.5% | $5,039-87.4% | $4,660-86.4% |
| Participant deferral / active EE | $3,137 | $7,975-60.7% | $6,757-53.6% | $6,688-53.1% |
| Admin fee / account holder | $367 | $19,419-98.1% | $12,724-97.1% | $13,397-97.3% |