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 | $67,624 | $135,952-50.3% | $123,892-45.4% | $273,961-75.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 4.96% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $616 | $5,170-88.1% | $4,617-86.6% | $4,869-87.3% |
| Participant deferral / active EE | $3,941 | $6,343-37.9% | $5,984-34.1% | $5,287-25.5% |
| Admin fee / account holder | $10,786 | $9,817+9.9% | $8,357+29.1% | $10,132+6.5% |