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 | $142,781 | $153,772-7.1% | $133,980+6.6% | $273,961-47.9% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.1%-0.1pp | 83.0%+3.9pp |
| Annual return | 22.05% | 36.51%-14.5pp | 29.30%-7.2pp | 41.45%-19.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,463 | $6,958+79.1% | $6,282+98.4% | $5,287+135.7% |
| Admin fee / account holder | $10,245 | $11,765-12.9% | $9,324+9.9% | $10,132+1.1% |