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 | $65,961 | $123,793-46.7% | $177,821-62.9% | $79,858-17.4% |
| Participation rate | 90.8% | 84.7%+6.1pp | 87.7%+3.0pp | 69.6%+21.1pp |
| Annual return | 16.67% | 22.82%-6.2pp | 48.32%-31.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,202 | $4,095-70.6% | $5,918-79.7% | $2,471-51.3% |
| Participant deferral / active EE | $4,123 | $5,956-30.8% | $7,714-46.6% | $3,740+10.2% |
| Admin fee / account holder | $7,747 | $7,243+7.0% | $12,427-37.7% | $5,306+46.0% |