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 | $73,836 | $123,793-40.4% | $177,821-58.5% | $79,858-7.5% |
| Participation rate | 81.6% | 84.7%-3.1pp | 87.7%-6.1pp | 69.6%+11.9pp |
| Annual return | 10.99% | 22.82%-11.8pp | 48.32%-37.3pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,143 | $4,095-72.1% | $5,918-80.7% | $2,471-53.7% |
| Participant deferral / active EE | $4,011 | $5,956-32.7% | $7,714-48.0% | $3,740+7.2% |
| Admin fee / account holder | $7,414 | $7,243+2.4% | $12,427-40.3% | $5,306+39.7% |