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 | $105,370 | $140,588-25.1% | $123,104-14.4% | $125,391-16.0% |
| Participation rate | 76.5% | 88.2%-11.7pp | 86.8%-10.3pp | 83.2%-6.7pp |
| Annual return | 0.78% | 16.80%-16.0pp | 13.22%-12.4pp | 282.22%-281.4pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,249 | $6,980-10.5% | $6,230+0.3% | $5,352+16.8% |
| Admin fee / account holder | $2,353 | $11,198-79.0% | $9,015-73.9% | $9,540-75.3% |