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 | $36,872 | $215,361-82.9% | $171,082-78.4% | $273,961-86.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 76.7%-5.3pp | 83.0%-11.6pp |
| Annual return | 6.77% | 25.14%-18.4pp | 32.56%-25.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,666 | $5,543-51.9% | $4,797-44.4% | $5,287-49.6% |
| Admin fee / account holder | $3,774 | $10,846-65.2% | $8,520-55.7% | $10,132-62.8% |