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 | $85,717 | $181,894-52.9% | $156,549-45.2% | $273,961-68.7% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 6.02% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $893 | $6,248-85.7% | $5,501-83.8% | $4,869-81.7% |
| Participant deferral / active EE | $2,347 | $5,550-57.7% | $4,871-51.8% | $5,287-55.6% |
| Admin fee / account holder | $4,400 | $15,559-71.7% | $13,027-66.2% | $10,132-56.6% |