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 | $161,053 | $215,361-25.2% | $171,082-5.9% | $273,961-41.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 7.81% | 25.14%-17.3pp | 32.56%-24.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $15 | $4,967-99.7% | $4,002-99.6% | $4,869-99.7% |
| Participant deferral / active EE | $3,086 | $5,543-44.3% | $4,797-35.7% | $5,287-41.6% |
| Admin fee / account holder | $9,548 | $10,846-12.0% | $8,520+12.1% | $10,132-5.8% |