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 | $108,174 | $135,952-20.4% | $123,892-12.7% | $273,961-60.5% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 6.97% | 56.63%-49.7pp | 47.52%-40.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $483 | $5,170-90.7% | $4,617-89.5% | $4,869-90.1% |
| Participant deferral / active EE | $3,635 | $6,343-42.7% | $5,984-39.3% | $5,287-31.3% |
| Admin fee / account holder | $3,188 | $9,817-67.5% | $8,357-61.9% | $10,132-68.5% |