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 | $80,535 | $146,267-44.9% | $197,124-59.1% | $82,448-2.3% |
| Participation rate | 73.9% | 84.0%-10.1pp | 86.7%-12.8pp | 68.1%+5.8pp |
| Annual return | 13.95% | 29.61%-15.7pp | 44.34%-30.4pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,479 | $4,723-68.7% | $6,227-76.3% | $2,551-42.0% |
| Participant deferral / active EE | $3,489 | $7,035-50.4% | $9,135-61.8% | $4,139-15.7% |
| Admin fee / account holder | $5,061 | $14,422-64.9% | $16,298-69.0% | $7,234-30.0% |