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 | $178,174-16.6% | $156,181-4.8% | $137,256+8.3% |
| Participation rate | 77.3% | 82.0%-4.8pp | 78.8%-1.6pp | 80.0%-2.7pp |
| Annual return | 13.10% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,036 | $6,888-26.9% | $6,132-17.9% | $6,407-21.4% |
| Admin fee / account holder | $14,433 | $17,404-17.1% | $14,586-1.0% | $12,270+17.6% |