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 | $122,516 | $181,894-32.6% | $156,549-21.7% | $273,961-55.3% |
| Participation rate | 73.7% | 88.4%-14.7pp | 84.0%-10.3pp | 83.0%-9.3pp |
| Annual return | 5.28% | 30.74%-25.5pp | 32.23%-26.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $814 | $6,248-87.0% | $5,501-85.2% | $4,869-83.3% |
| Participant deferral / active EE | $5,150 | $5,550-7.2% | $4,871+5.7% | $5,287-2.6% |
| Admin fee / account holder | $2,238 | $15,559-85.6% | $13,027-82.8% | $10,132-77.9% |