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 | $50,075 | $153,772-67.4% | $133,980-62.6% | $273,961-81.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.66% | 36.51%-30.9pp | 29.30%-23.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,136 | $6,029-81.2% | $5,211-78.2% | $4,869-76.7% |
| Participant deferral / active EE | $4,943 | $6,958-29.0% | $6,282-21.3% | $5,287-6.5% |
| Admin fee / account holder | $9,535 | $11,765-19.0% | $9,324+2.3% | $10,132-5.9% |