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 | $34,142 | $135,952-74.9% | $123,892-72.4% | $273,961-87.5% |
| Participation rate | 79.2% | 84.1%-4.9pp | 81.4%-2.2pp | 83.0%-3.8pp |
| Annual return | 8.12% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $396 | $5,170-92.3% | $4,617-91.4% | $4,869-91.9% |
| Participant deferral / active EE | $2,725 | $6,343-57.0% | $5,984-54.5% | $5,287-48.5% |
| Admin fee / account holder | $490 | $9,817-95.0% | $8,357-94.1% | $10,132-95.2% |