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 | $90,356 | $132,239-31.7% | $105,722-14.5% | $273,961-67.0% |
| Participation rate | 76.5% | 83.2%-6.7pp | 78.9%-2.4pp | 83.0%-6.5pp |
| Annual return | 9.54% | 10.07%-0.5pp | 12.25%-2.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,071 | $4,867-78.0% | $4,079-73.7% | $4,869-78.0% |
| Participant deferral / active EE | $3,846 | $6,233-38.3% | $5,326-27.8% | $5,287-27.3% |
| Admin fee / account holder | $716 | $12,032-94.1% | $8,308-91.4% | $10,132-92.9% |