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 | $72,475 | $181,894-60.2% | $156,549-53.7% | $273,961-73.5% |
| Participation rate | 73.3% | 88.4%-15.1pp | 84.0%-10.7pp | 83.0%-9.7pp |
| Annual return | 8.54% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $705 | $6,248-88.7% | $5,501-87.2% | $4,869-85.5% |
| Participant deferral / active EE | $3,714 | $5,550-33.1% | $4,871-23.8% | $5,287-29.8% |
| Admin fee / account holder | $839 | $15,559-94.6% | $13,027-93.6% | $10,132-91.7% |