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 | $80,610 | $146,267-44.9% | $197,124-59.1% | $82,448-2.2% |
| Participation rate | 82.9% | 84.0%-1.1pp | 86.7%-3.8pp | 68.1%+14.8pp |
| Annual return | 14.40% | 29.61%-15.2pp | 44.34%-29.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,269 | $4,723-73.1% | $6,227-79.6% | $2,551-50.3% |
| Participant deferral / active EE | $4,569 | $7,035-35.1% | $9,135-50.0% | $4,139+10.4% |
| Admin fee / account holder | $10,196 | $14,422-29.3% | $16,298-37.4% | $7,234+40.9% |