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 | $127,290 | $153,772-17.2% | $133,980-5.0% | $273,961-53.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 7.00% | 36.51%-29.5pp | 29.30%-22.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $794 | $6,029-86.8% | $5,211-84.8% | $4,869-83.7% |
| Participant deferral / active EE | $4,066 | $6,958-41.6% | $6,282-35.3% | $5,287-23.1% |
| Admin fee / account holder | $753 | $11,765-93.6% | $9,324-91.9% | $10,132-92.6% |