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 | $103,905 | $153,772-32.4% | $133,980-22.4% | $273,961-62.1% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.1%-6.1pp | 83.0%-2.1pp |
| Annual return | 5.10% | 36.51%-31.4pp | 29.30%-24.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,197 | $6,029-80.1% | $5,211-77.0% | $4,869-75.4% |
| Participant deferral / active EE | $4,702 | $6,958-32.4% | $6,282-25.1% | $5,287-11.1% |
| Admin fee / account holder | $2,516 | $11,765-78.6% | $9,324-73.0% | $10,132-75.2% |