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 | $180,474 | $181,894-0.8% | $156,549+15.3% | $273,961-34.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 5.53% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $694 | $6,248-88.9% | $5,501-87.4% | $4,869-85.7% |
| Participant deferral / active EE | $2,227 | $5,550-59.9% | $4,871-54.3% | $5,287-57.9% |
| Admin fee / account holder | $13,441 | $15,559-13.6% | $13,027+3.2% | $10,132+32.7% |