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 | $76,143 | $88,707-14.2% | $74,183+2.6% | $273,961-72.2% |
| Participation rate | 76.5% | 79.4%-3.0pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | 9.44% | 11.94%-2.5pp | 17.74%-8.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $421 | $3,159-86.7% | $2,370-82.3% | $4,869-91.4% |
| Participant deferral / active EE | $2,694 | $4,212-36.0% | $3,550-24.1% | $5,287-49.0% |
| Admin fee / account holder | $1,252 | $8,717-85.6% | $5,586-77.6% | $10,132-87.6% |