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 | $146,465 | $153,772-4.8% | $133,980+9.3% | $273,961-46.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.31% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $658 | $6,029-89.1% | $5,211-87.4% | $4,869-86.5% |
| Participant deferral / active EE | $4,996 | $6,958-28.2% | $6,282-20.5% | $5,287-5.5% |
| Admin fee / account holder | $3,067 | $11,765-73.9% | $9,324-67.1% | $10,132-69.7% |