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 | $97,430 | $118,450-17.7% | $98,439-1.0% | $139,434-30.1% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 24.94% | 18.94%+6.0pp | 21.16%+3.8pp | 372.94%-348.0pp |
| Employer contribution / active EE | $274 | $3,609-92.4% | $3,048-91.0% | $4,751-94.2% |
| Participant deferral / active EE | $5,471 | $5,392+1.5% | $4,738+15.5% | $6,710-18.5% |
| Admin fee / account holder | $582 | $14,026-95.8% | $8,948-93.5% | $11,403-94.9% |