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 | $39,095 | $135,952-71.2% | $123,892-68.4% | $273,961-85.7% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.90% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $670 | $5,170-87.0% | $4,617-85.5% | $4,869-86.2% |
| Participant deferral / active EE | $3,368 | $6,343-46.9% | $5,984-43.7% | $5,287-36.3% |
| Admin fee / account holder | $1,625 | $9,817-83.5% | $8,357-80.6% | $10,132-84.0% |