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 | $35,961 | $110,257-67.4% | $96,544-62.8% | $139,434-74.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 15.80% | 26.32%-10.5pp | 25.84%-10.0pp | 372.94%-357.1pp |
| Employer contribution / active EE | $678 | $3,620-81.3% | $2,965-77.1% | $4,751-85.7% |
| Participant deferral / active EE | $3,202 | $5,548-42.3% | $4,851-34.0% | $6,710-52.3% |
| Admin fee / account holder | $2,276 | $11,591-80.4% | $8,252-72.4% | $11,403-80.0% |