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 | $94,382 | $209,374-54.9% | $204,484-53.8% | $478,521-80.3% |
| Participation rate | 100.0% | 90.3%+9.7pp | 87.2%+12.8pp | 89.3%+10.7pp |
| Annual return | 11.93% | 0.62%+11.3pp | 1.17%+10.8pp | 101.52%-89.6pp |
| Employer contribution / active EE | $351 | $3,026-88.4% | $3,236-89.2% | $22,406-98.4% |
| Participant deferral / active EE | $1,677 | $10,567-84.1% | $9,535-82.4% | $7,699-78.2% |
| Admin fee / account holder | $1,511 | $3,921-61.5% | $4,140-63.5% | $12,578-88.0% |