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 | $69,230 | $181,894-61.9% | $156,549-55.8% | $273,961-74.7% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 4.58% | 30.74%-26.2pp | 32.23%-27.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,298 | $6,248-79.2% | $5,501-76.4% | $4,869-73.3% |
| Participant deferral / active EE | $2,831 | $5,550-49.0% | $4,871-41.9% | $5,287-46.4% |
| Admin fee / account holder | $484 | $15,559-96.9% | $13,027-96.3% | $10,132-95.2% |