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 | $62,823 | $132,239-52.5% | $105,722-40.6% | $273,961-77.1% |
| Participation rate | 85.7% | 83.2%+2.5pp | 78.9%+6.8pp | 83.0%+2.7pp |
| Annual return | 10.75% | 10.07%+0.7pp | 12.25%-1.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,032 | $4,867-78.8% | $4,079-74.7% | $4,869-78.8% |
| Participant deferral / active EE | $3,110 | $6,233-50.1% | $5,326-41.6% | $5,287-41.2% |
| Admin fee / account holder | $3,759 | $12,032-68.8% | $8,308-54.8% | $10,132-62.9% |