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 | $62,015 | $135,952-54.4% | $123,892-49.9% | $273,961-77.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 9.57% | 56.63%-47.1pp | 47.52%-37.9pp | 41.45%-31.9pp |
| Employer contribution / active EE | $731 | $5,170-85.9% | $4,617-84.2% | $4,869-85.0% |
| Participant deferral / active EE | $2,647 | $6,343-58.3% | $5,984-55.8% | $5,287-49.9% |
| Admin fee / account holder | $470 | $9,817-95.2% | $8,357-94.4% | $10,132-95.4% |