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 | $65,904 | $181,894-63.8% | $156,549-57.9% | $273,961-75.9% |
| Participation rate | 76.5% | 88.4%-11.9pp | 84.0%-7.5pp | 83.0%-6.5pp |
| Annual return | 7.26% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,234 | $6,248-80.2% | $5,501-77.6% | $4,869-74.7% |
| Participant deferral / active EE | $4,159 | $5,550-25.1% | $4,871-14.6% | $5,287-21.3% |
| Admin fee / account holder | $3,008 | $15,559-80.7% | $13,027-76.9% | $10,132-70.3% |