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 | $45,335 | $215,361-78.9% | $171,082-73.5% | $273,961-83.5% |
| Participation rate | 70.0% | 82.0%-12.0pp | 76.7%-6.7pp | 83.0%-13.0pp |
| Annual return | 6.35% | 25.14%-18.8pp | 32.56%-26.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $222 | $4,967-95.5% | $4,002-94.5% | $4,869-95.4% |
| Participant deferral / active EE | $2,634 | $5,543-52.5% | $4,797-45.1% | $5,287-50.2% |
| Admin fee / account holder | $2,376 | $10,846-78.1% | $8,520-72.1% | $10,132-76.6% |