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 | $73,651 | $181,894-59.5% | $156,549-53.0% | $273,961-73.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 8.62% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,260 | $6,248-79.8% | $5,501-77.1% | $4,869-74.1% |
| Participant deferral / active EE | $7,382 | $5,550+33.0% | $4,871+51.5% | $5,287+39.6% |
| Admin fee / account holder | $388 | $15,559-97.5% | $13,027-97.0% | $10,132-96.2% |