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 | $130,332 | $165,335-21.2% | $149,696-12.9% | $158,922-18.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.00% | 348.15%-332.1pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $636 | $5,103-87.5% | $4,644-86.3% | $4,761-86.6% |
| Participant deferral / active EE | $5,919 | $7,181-17.6% | $6,842-13.5% | $5,982-1.1% |
| Admin fee / account holder | $1,206 | $10,807-88.8% | $9,309-87.0% | $11,246-89.3% |