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 | $67,263 | $106,584-36.9% | $101,326-33.6% | $142,382-52.8% |
| Participation rate | 72.2% | 82.7%-10.5pp | 81.5%-9.3pp | 80.1%-7.9pp |
| Annual return | 17.57% | 36.93%-19.4pp | 36.82%-19.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,798 | $8,297+18.1% | $7,994+22.6% | $6,507+50.6% |
| Admin fee / account holder | $11,614 | $11,446+1.5% | $11,185+3.8% | $12,624-8.0% |