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 | $70,239 | $153,772-54.3% | $133,980-47.6% | $273,961-74.4% |
| Participation rate | 76.9% | 88.4%-11.4pp | 87.1%-10.1pp | 83.0%-6.1pp |
| Annual return | 4.02% | 36.51%-32.5pp | 29.30%-25.3pp | 41.45%-37.4pp |
| Employer contribution / active EE | $932 | $6,029-84.5% | $5,211-82.1% | $4,869-80.8% |
| Participant deferral / active EE | $2,928 | $6,958-57.9% | $6,282-53.4% | $5,287-44.6% |
| Admin fee / account holder | $1,730 | $11,765-85.3% | $9,324-81.5% | $10,132-82.9% |