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 | $136,957 | $157,256-12.9% | $141,162-3.0% | $152,861-10.4% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 19.82% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $691 | $5,261-86.9% | $4,735-85.4% | $4,762-85.5% |
| Participant deferral / active EE | $4,482 | $7,109-37.0% | $6,709-33.2% | $5,850-23.4% |
| Admin fee / account holder | $32,225 | $12,120+165.9% | $10,261+214.1% | $11,596+177.9% |