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 | $62,561 | $146,267-57.2% | $197,124-68.3% | $82,448-24.1% |
| Participation rate | 94.0% | 84.0%+10.0pp | 86.7%+7.3pp | 68.1%+26.0pp |
| Annual return | 14.26% | 29.61%-15.4pp | 44.34%-30.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,274 | $4,723-73.0% | $6,227-79.5% | $2,551-50.1% |
| Participant deferral / active EE | $4,478 | $7,035-36.3% | $9,135-51.0% | $4,139+8.2% |
| Admin fee / account holder | $3,718 | $14,422-74.2% | $16,298-77.2% | $7,234-48.6% |