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 | $46,266 | $181,894-74.6% | $156,549-70.4% | $273,961-83.1% |
| Participation rate | 89.5% | 88.4%+1.1pp | 84.0%+5.5pp | 83.0%+6.5pp |
| Annual return | 9.17% | 30.74%-21.6pp | 32.23%-23.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $972 | $6,248-84.4% | $5,501-82.3% | $4,869-80.0% |
| Participant deferral / active EE | $6,125 | $5,550+10.4% | $4,871+25.7% | $5,287+15.8% |
| Admin fee / account holder | $794 | $15,559-94.9% | $13,027-93.9% | $10,132-92.2% |