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 | $139,543 | $175,202-20.4% | $149,673-6.8% | $139,434+0.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 11.43% | 166.71%-155.3pp | 134.42%-123.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,371 | $6,519-48.3% | $5,680-40.7% | $6,710-49.8% |
| Admin fee / account holder | $2,382 | $16,150-85.3% | $13,210-82.0% | $11,403-79.1% |