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 | $36,304 | $153,772-76.4% | $133,980-72.9% | $273,961-86.7% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.1%+8.6pp | 83.0%+12.6pp |
| Annual return | 13.44% | 36.51%-23.1pp | 29.30%-15.9pp | 41.45%-28.0pp |
| Employer contribution / active EE | $913 | $6,029-84.9% | $5,211-82.5% | $4,869-81.3% |
| Participant deferral / active EE | $2,810 | $6,958-59.6% | $6,282-55.3% | $5,287-46.8% |
| Admin fee / account holder | $3,837 | $11,765-67.4% | $9,324-58.9% | $10,132-62.1% |