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 | $147,859 | $154,117-4.1% | $129,995+13.7% | $139,434+6.0% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.5%+0.1pp | 80.3%-1.7pp |
| Annual return | 32.61% | 32.48%+0.1pp | -137.18%+169.8pp | 372.94%-340.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,670 | $6,710+44.1% | $5,820+66.1% | $6,710+44.1% |
| Admin fee / account holder | $1,936 | $14,007-86.2% | $10,614-81.8% | $11,403-83.0% |