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 | $46,554 | $125,758-63.0% | $169,993-72.6% | $75,163-38.1% |
| Participation rate | 88.1% | 83.6%+4.5pp | 87.0%+1.1pp | 67.2%+20.9pp |
| Annual return | 25.02% | 27.20%-2.2pp | 53.37%-28.4pp | 160.62%-135.6pp |
| Employer contribution / active EE | $1,367 | $4,615-70.4% | $6,785-79.8% | $2,670-48.8% |
| Participant deferral / active EE | $3,875 | $6,837-43.3% | $10,408-62.8% | $4,125-6.1% |
| Admin fee / account holder | $1,167 | $8,173-85.7% | $12,815-90.9% | $5,651-79.3% |