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 | $36,628 | $153,311-76.1% | $109,313-66.5% | $273,961-86.6% |
| Participation rate | 70.0% | 80.1%-10.1pp | 71.3%-1.3pp | 83.0%-13.0pp |
| Annual return | 4.72% | 29.86%-25.1pp | 22.07%-17.3pp | 41.45%-36.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,897 | $3,932+50.0% | $3,166+86.2% | $5,287+11.5% |
| Admin fee / account holder | $16,304 | $8,076+101.9% | $5,666+187.7% | $10,132+60.9% |