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 5-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 | $32,132 | $177,572-81.9% | $154,803-79.2% | $142,382-77.4% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 15.02% | 65.07%-50.0pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $586 | $4,810-87.8% | $4,305-86.4% | $4,299-86.4% |
| Participant deferral / active EE | $5,030 | $6,272-19.8% | $5,540-9.2% | $6,507-22.7% |
| Admin fee / account holder | $3,587 | $16,786-78.6% | $14,329-75.0% | $12,624-71.6% |