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 | $71,668 | $148,978-51.9% | $200,582-64.3% | $84,808-15.5% |
| Participation rate | 95.2% | 84.2%+11.0pp | 86.9%+8.4pp | 68.3%+26.9pp |
| Annual return | 22.47% | 28.16%-5.7pp | 42.33%-19.9pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,489 | $4,815-69.1% | $6,419-76.8% | $2,631-43.4% |
| Participant deferral / active EE | $6,848 | $7,142-4.1% | $9,331-26.6% | $4,212+62.6% |
| Admin fee / account holder | $2,447 | $13,977-82.5% | $16,305-85.0% | $7,344-66.7% |