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 | $127,065+3.2% | $113,168+15.9% | $142,382-7.9% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 13.82% | 24.03%-10.2pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $561 | $3,442-83.7% | $2,975-81.1% | $4,299-86.9% |
| Participant deferral / active EE | $3,113 | $5,716-45.5% | $5,107-39.0% | $6,507-52.2% |
| Admin fee / account holder | $854 | $15,736-94.6% | $12,068-92.9% | $12,624-93.2% |