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 | $39,628 | $181,894-78.2% | $156,549-74.7% | $273,961-85.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.94% | 30.74%-18.8pp | 32.23%-20.3pp | 41.45%-29.5pp |
| Employer contribution / active EE | $784 | $6,248-87.5% | $5,501-85.7% | $4,869-83.9% |
| Participant deferral / active EE | $2,758 | $5,550-50.3% | $4,871-43.4% | $5,287-47.8% |
| Admin fee / account holder | $2,125 | $15,559-86.3% | $13,027-83.7% | $10,132-79.0% |