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 | $99,310 | $135,952-27.0% | $123,892-19.8% | $273,961-63.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.24% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $369 | $5,170-92.9% | $4,617-92.0% | $4,869-92.4% |
| Participant deferral / active EE | $6,987 | $6,343+10.2% | $5,984+16.8% | $5,287+32.2% |
| Admin fee / account holder | $19,119 | $9,817+94.8% | $8,357+128.8% | $10,132+88.7% |