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 | $79,605 | $102,605-22.4% | $145,661-45.3% | $84,808-6.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 77.2%-2.2pp | 68.3%+6.7pp |
| Annual return | 16.38% | 26.50%-10.1pp | 101.46%-85.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,333 | $5,750+10.1% | $7,198-12.0% | $4,212+50.4% |
| Admin fee / account holder | $5,925 | $8,758-32.3% | $12,466-52.5% | $7,344-19.3% |