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 | $144,865 | $176,812-18.1% | $146,665-1.2% | $167,490-13.5% |
| Participation rate | 78.3% | 83.6%-5.4pp | 80.1%-1.8pp | 82.1%-3.8pp |
| Annual return | 13.25% | 24.03%-10.8pp | 22.74%-9.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $888 | $5,160-82.8% | $4,136-78.5% | $4,837-81.6% |
| Participant deferral / active EE | $5,030 | $6,440-21.9% | $5,506-8.6% | $6,341-20.7% |
| Admin fee / account holder | $93,773 | $13,259+607.2% | $10,280+812.2% | $12,309+661.8% |