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 | $65,127 | $135,952-52.1% | $123,892-47.4% | $273,961-76.2% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 7.14% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $692 | $5,170-86.6% | $4,617-85.0% | $4,869-85.8% |
| Participant deferral / active EE | $2,516 | $6,343-60.3% | $5,984-58.0% | $5,287-52.4% |
| Admin fee / account holder | $9,141 | $9,817-6.9% | $8,357+9.4% | $10,132-9.8% |