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 | $78,604 | $90,503-13.1% | $78,689-0.1% | $273,961-71.3% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 8.75% | 75.60%-66.9pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,761 | $3,901-3.6% | $3,517+6.9% | $5,287-28.9% |
| Admin fee / account holder | $2,121 | $5,263-59.7% | $4,510-53.0% | $10,132-79.1% |