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 | $39,195 | $127,065-69.2% | $113,168-65.4% | $142,382-72.5% |
| Participation rate | 78.3% | 79.2%-0.9pp | 76.6%+1.7pp | 80.1%-1.9pp |
| Annual return | 10.19% | 24.03%-13.8pp | 24.27%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $324 | $3,442-90.6% | $2,975-89.1% | $4,299-92.5% |
| Participant deferral / active EE | $3,209 | $5,716-43.9% | $5,107-37.2% | $6,507-50.7% |
| Admin fee / account holder | $957 | $15,736-93.9% | $12,068-92.1% | $12,624-92.4% |