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 | $33,175 | $181,894-81.8% | $156,549-78.8% | $273,961-87.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.20% | 30.74%-21.5pp | 32.23%-23.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,093 | $6,248-82.5% | $5,501-80.1% | $4,869-77.5% |
| Participant deferral / active EE | $3,861 | $5,550-30.4% | $4,871-20.7% | $5,287-27.0% |
| Admin fee / account holder | $3,291 | $15,559-78.8% | $13,027-74.7% | $10,132-67.5% |