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 | $84,458 | $135,952-37.9% | $123,892-31.8% | $273,961-69.2% |
| Participation rate | 78.3% | 84.1%-5.8pp | 81.4%-3.2pp | 83.0%-4.8pp |
| Annual return | 10.33% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,542 | $6,343-28.4% | $5,984-24.1% | $5,287-14.1% |
| Admin fee / account holder | $7,684 | $9,817-21.7% | $8,357-8.1% | $10,132-24.2% |