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 | $72,997 | $88,707-17.7% | $74,183-1.6% | $273,961-73.4% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 6.48% | 11.94%-5.5pp | 17.74%-11.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $151 | $3,159-95.2% | $2,370-93.6% | $4,869-96.9% |
| Participant deferral / active EE | $4,271 | $4,212+1.4% | $3,550+20.3% | $5,287-19.2% |
| Admin fee / account holder | $7,438 | $8,717-14.7% | $5,586+33.2% | $10,132-26.6% |