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 | $40,875 | $177,572-77.0% | $154,803-73.6% | $142,382-71.3% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 13.06% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $680 | $4,810-85.9% | $4,305-84.2% | $4,299-84.2% |
| Participant deferral / active EE | $2,006 | $6,272-68.0% | $5,540-63.8% | $6,507-69.2% |
| Admin fee / account holder | $12,221 | $16,786-27.2% | $14,329-14.7% | $12,624-3.2% |