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 | $34,447 | $197,591-82.6% | $177,821-80.6% | $158,922-78.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 25.84% | 58.76%-32.9pp | 48.32%-22.5pp | 302.83%-277.0pp |
| Employer contribution / active EE | $1,263 | $6,697-81.1% | $5,918-78.7% | $4,761-73.5% |
| Participant deferral / active EE | $3,794 | $8,405-54.9% | $7,714-50.8% | $5,982-36.6% |
| Admin fee / account holder | $1,447 | $15,399-90.6% | $12,427-88.4% | $11,246-87.1% |