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 | $84,916 | $153,772-44.8% | $133,980-36.6% | $273,961-69.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.80% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $840 | $6,029-86.1% | $5,211-83.9% | $4,869-82.7% |
| Participant deferral / active EE | $12,188 | $6,958+75.1% | $6,282+94.0% | $5,287+130.5% |
| Admin fee / account holder | $674 | $11,765-94.3% | $9,324-92.8% | $10,132-93.4% |