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 | $75,002 | $92,985-19.3% | $153,485-51.1% | $80,856-7.2% |
| Participation rate | 72.2% | 69.0%+3.2pp | 77.1%-4.9pp | 67.6%+4.5pp |
| Annual return | 16.32% | 19.95%-3.6pp | 15.65%+0.7pp | 35.59%-19.3pp |
| Employer contribution / active EE | $964 | $3,507-72.5% | $5,039-80.9% | $2,755-65.0% |
| Participant deferral / active EE | $5,254 | $5,178+1.5% | $6,757-22.2% | $4,296+22.3% |
| Admin fee / account holder | $9,095 | $8,880+2.4% | $12,724-28.5% | $6,918+31.5% |