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 | $89,450 | $135,952-34.2% | $123,892-27.8% | $273,961-67.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 76.60% | 56.63%+20.0pp | 47.52%+29.1pp | 41.45%+35.1pp |
| Employer contribution / active EE | $544 | $5,170-89.5% | $4,617-88.2% | $4,869-88.8% |
| Participant deferral / active EE | $10,875 | $6,343+71.5% | $5,984+81.7% | $5,287+105.7% |
| Admin fee / account holder | $341 | $9,817-96.5% | $8,357-95.9% | $10,132-96.6% |