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 | $33,206 | $181,894-81.7% | $156,549-78.8% | $273,961-87.9% |
| Participation rate | 70.8% | 88.4%-17.6pp | 84.0%-13.2pp | 83.0%-12.2pp |
| Annual return | 5.59% | 30.74%-25.2pp | 32.23%-26.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,184 | $6,248-81.0% | $5,501-78.5% | $4,869-75.7% |
| Participant deferral / active EE | $4,223 | $5,550-23.9% | $4,871-13.3% | $5,287-20.1% |
| Admin fee / account holder | $3,938 | $15,559-74.7% | $13,027-69.8% | $10,132-61.1% |