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 | $131,717 | $132,239-0.4% | $105,722+24.6% | $273,961-51.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 78.9%-3.9pp | 83.0%-8.0pp |
| Annual return | 5.09% | 10.07%-5.0pp | 12.25%-7.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $169 | $4,867-96.5% | $4,079-95.9% | $4,869-96.5% |
| Participant deferral / active EE | $3,010 | $6,233-51.7% | $5,326-43.5% | $5,287-43.1% |
| Admin fee / account holder | $25,184 | $12,032+109.3% | $8,308+203.1% | $10,132+148.6% |