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 | $54,749 | $96,557-43.3% | $80,975-32.4% | $273,961-80.0% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 7.52% | 15.14%-7.6pp | 17.10%-9.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $11 | $4,868-99.8% | $3,714-99.7% | $4,869-99.8% |
| Participant deferral / active EE | $12,000 | $6,598+81.9% | $5,696+110.7% | $5,287+127.0% |
| Admin fee / account holder | $13,838 | $7,492+84.7% | $5,516+150.9% | $10,132+36.6% |