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 | $107,207 | $181,894-41.1% | $156,549-31.5% | $273,961-60.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.24% | 30.74%-15.5pp | 32.23%-17.0pp | 41.45%-26.2pp |
| Employer contribution / active EE | $728 | $6,248-88.3% | $5,501-86.8% | $4,869-85.0% |
| Participant deferral / active EE | $3,561 | $5,550-35.8% | $4,871-26.9% | $5,287-32.7% |
| Admin fee / account holder | $395 | $15,559-97.5% | $13,027-97.0% | $10,132-96.1% |