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 | $163,253 | $181,894-10.2% | $156,549+4.3% | $273,961-40.4% |
| Participation rate | 87.0% | 88.4%-1.4pp | 84.0%+2.9pp | 83.0%+3.9pp |
| Annual return | 5.14% | 30.74%-25.6pp | 32.23%-27.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,004 | $6,248-83.9% | $5,501-81.8% | $4,869-79.4% |
| Participant deferral / active EE | $2,948 | $5,550-46.9% | $4,871-39.5% | $5,287-44.2% |
| Admin fee / account holder | $7,485 | $15,559-51.9% | $13,027-42.5% | $10,132-26.1% |