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 | $98,267 | $114,237-14.0% | $119,258-17.6% | $167,490-41.3% |
| Participation rate | 88.9% | 83.7%+5.1pp | 82.7%+6.2pp | 82.1%+6.8pp |
| Annual return | 17.00% | 29.87%-12.9pp | 30.69%-13.7pp | 478.56%-461.6pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,787 | $6,084+11.6% | $6,111+11.1% | $6,341+7.0% |
| Admin fee / account holder | $1,884 | $8,932-78.9% | $7,226-73.9% | $12,309-84.7% |