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 | $32,493 | $177,572-81.7% | $154,803-79.0% | $142,382-77.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.29% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $753 | $4,810-84.3% | $4,305-82.5% | $4,299-82.5% |
| Participant deferral / active EE | $3,047 | $6,272-51.4% | $5,540-45.0% | $6,507-53.2% |
| Admin fee / account holder | $3,841 | $16,786-77.1% | $14,329-73.2% | $12,624-69.6% |