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 | $45,507 | $154,228-70.5% | $145,433-68.7% | $137,256-66.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 17.46% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $654 | $4,804-86.4% | $4,554-85.6% | $4,156-84.3% |
| Participant deferral / active EE | $9,543 | $8,216+16.1% | $7,897+20.8% | $6,407+48.9% |
| Admin fee / account holder | $3,034 | $14,344-78.8% | $13,129-76.9% | $12,270-75.3% |