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 | $70,473 | $153,772-54.2% | $133,980-47.4% | $273,961-74.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.56% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $429 | $6,029-92.9% | $5,211-91.8% | $4,869-91.2% |
| Participant deferral / active EE | $4,339 | $6,958-37.6% | $6,282-30.9% | $5,287-17.9% |
| Admin fee / account holder | $431 | $11,765-96.3% | $9,324-95.4% | $10,132-95.7% |