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 | $62,983 | $181,894-65.4% | $156,549-59.8% | $273,961-77.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 33.67% | 30.74%+2.9pp | 32.23%+1.4pp | 41.45%-7.8pp |
| Employer contribution / active EE | $767 | $6,248-87.7% | $5,501-86.1% | $4,869-84.3% |
| Participant deferral / active EE | $12,045 | $5,550+117.0% | $4,871+147.3% | $5,287+127.8% |
| Admin fee / account holder | $4,874 | $15,559-68.7% | $13,027-62.6% | $10,132-51.9% |