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 | $135,524 | $138,347-2.0% | $184,203-26.4% | $80,856+67.6% |
| Participation rate | 87.0% | 83.9%+3.1pp | 86.8%+0.1pp | 67.6%+19.3pp |
| Annual return | 11.56% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,450 | $7,071-37.1% | $9,131-51.3% | $4,296+3.6% |
| Admin fee / account holder | $12,892 | $10,483+23.0% | $13,901-7.3% | $6,918+86.4% |