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 | $137,352 | $127,777+7.5% | $106,548+28.9% | $167,490-18.0% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 28.31% | 33.87%-5.6pp | 26.80%+1.5pp | 478.56%-450.3pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,500 | $5,087-11.5% | $4,398+2.3% | $6,341-29.0% |
| Admin fee / account holder | $695 | $11,228-93.8% | $7,407-90.6% | $12,309-94.4% |