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 | $131,112 | $124,425+5.4% | $112,040+17.0% | $137,256-4.5% |
| Participation rate | 76.5% | 79.3%-2.8pp | 76.5%0pp | 80.0%-3.5pp |
| Annual return | 13.82% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $561 | $3,411-83.5% | $2,954-81.0% | $4,156-86.5% |
| Participant deferral / active EE | $3,113 | $5,718-45.6% | $5,098-38.9% | $6,407-51.4% |
| Admin fee / account holder | $854 | $15,207-94.4% | $12,098-92.9% | $12,270-93.0% |