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 | $49,342 | $153,772-67.9% | $133,980-63.2% | $273,961-82.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 9.66% | 36.51%-26.8pp | 29.30%-19.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $558 | $6,029-90.7% | $5,211-89.3% | $4,869-88.5% |
| Participant deferral / active EE | $4,620 | $6,958-33.6% | $6,282-26.5% | $5,287-12.6% |
| Admin fee / account holder | $5,968 | $11,765-49.3% | $9,324-36.0% | $10,132-41.1% |