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 | $64,665 | $153,772-57.9% | $133,980-51.7% | $273,961-76.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 4.40% | 36.51%-32.1pp | 29.30%-24.9pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,199 | $6,029-80.1% | $5,211-77.0% | $4,869-75.4% |
| Participant deferral / active EE | $3,093 | $6,958-55.5% | $6,282-50.8% | $5,287-41.5% |
| Admin fee / account holder | $1,247 | $11,765-89.4% | $9,324-86.6% | $10,132-87.7% |