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 | $43,589 | $153,772-71.7% | $133,980-67.5% | $273,961-84.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.82% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.6pp |
| Employer contribution / active EE | $867 | $6,029-85.6% | $5,211-83.4% | $4,869-82.2% |
| Participant deferral / active EE | $7,086 | $6,958+1.8% | $6,282+12.8% | $5,287+34.0% |
| Admin fee / account holder | $364 | $11,765-96.9% | $9,324-96.1% | $10,132-96.4% |