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 | $80,370 | $127,777-37.1% | $106,548-24.6% | $167,490-52.0% |
| Participation rate | 81.8% | 78.3%+3.5pp | 76.1%+5.7pp | 82.1%-0.3pp |
| Annual return | 34.84% | 33.87%+1.0pp | 26.80%+8.0pp | 478.56%-443.7pp |
| Employer contribution / active EE | $453 | $3,427-86.8% | $2,819-83.9% | $4,837-90.6% |
| Participant deferral / active EE | $2,752 | $5,087-45.9% | $4,398-37.4% | $6,341-56.6% |
| Admin fee / account holder | $621 | $11,228-94.5% | $7,407-91.6% | $12,309-95.0% |