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 | $29,205 | $71,809-59.3% | $61,048-52.2% | $152,861-80.9% |
| Participation rate | 83.3% | 84.2%-0.8pp | 79.3%+4.0pp | 82.4%+0.9pp |
| Annual return | 19.18% | 29.74%-10.6pp | 26.18%-7.0pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,368 | $4,545-69.9% | $3,716-63.2% | $4,762-71.3% |
| Participant deferral / active EE | $2,309 | $5,467-57.8% | $4,470-48.3% | $5,850-60.5% |
| Admin fee / account holder | $2,606 | $4,750-45.1% | $3,728-30.1% | $11,596-77.5% |