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 | $170,237 | $162,781+4.6% | $133,956+27.1% | $158,922+7.1% |
| Participation rate | 76.2% | 83.2%-7.0pp | 79.8%-3.6pp | 82.0%-5.8pp |
| Annual return | 18.17% | 41.94%-23.8pp | 45.09%-26.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,142 | $5,911-13.0% | $5,048+1.9% | $5,982-14.0% |
| Admin fee / account holder | $16,838 | $11,736+43.5% | $8,927+88.6% | $11,246+49.7% |