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 | $97,545 | $153,772-36.6% | $133,980-27.2% | $273,961-64.4% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.1%+7.9pp | 83.0%+12.0pp |
| Annual return | 85.35% | 36.51%+48.8pp | 29.30%+56.0pp | 41.45%+43.9pp |
| Employer contribution / active EE | $915 | $6,029-84.8% | $5,211-82.4% | $4,869-81.2% |
| Participant deferral / active EE | $3,160 | $6,958-54.6% | $6,282-49.7% | $5,287-40.2% |
| Admin fee / account holder | $1,774 | $11,765-84.9% | $9,324-81.0% | $10,132-82.5% |