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 | $34,894 | $153,772-77.3% | $133,980-74.0% | $273,961-87.3% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.1%+8.2pp | 83.0%+12.2pp |
| Annual return | 7.99% | 36.51%-28.5pp | 29.30%-21.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,176 | $6,029-80.5% | $5,211-77.4% | $4,869-75.8% |
| Participant deferral / active EE | $3,178 | $6,958-54.3% | $6,282-49.4% | $5,287-39.9% |
| Admin fee / account holder | $3,736 | $11,765-68.2% | $9,324-59.9% | $10,132-63.1% |