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 | $148,631 | $179,726-17.3% | $156,263-4.9% | $142,382+4.4% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.9%-1.6pp | 80.1%-2.8pp |
| Annual return | 13.10% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,036 | $6,956-27.6% | $6,158-18.2% | $6,507-22.6% |
| Admin fee / account holder | $14,433 | $17,272-16.4% | $14,255+1.3% | $12,624+14.3% |