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 | $107,805 | $165,335-34.8% | $149,696-28.0% | $158,922-32.2% |
| Participation rate | 77.3% | 84.6%-7.3pp | 82.5%-5.2pp | 82.0%-4.7pp |
| Annual return | 14.16% | 348.15%-334.0pp | 276.60%-262.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,118 | $7,181-28.7% | $6,842-25.2% | $5,982-14.4% |
| Admin fee / account holder | $18,055 | $10,807+67.1% | $9,309+94.0% | $11,246+60.5% |