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 | $61,998 | $181,894-65.9% | $156,549-60.4% | $273,961-77.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 23.08% | 30.74%-7.7pp | 32.23%-9.2pp | 41.45%-18.4pp |
| Employer contribution / active EE | $1,180 | $6,248-81.1% | $5,501-78.6% | $4,869-75.8% |
| Participant deferral / active EE | $2,745 | $5,550-50.5% | $4,871-43.6% | $5,287-48.1% |
| Admin fee / account holder | $983 | $15,559-93.7% | $13,027-92.5% | $10,132-90.3% |