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 | $181,851 | $178,174+2.1% | $156,181+16.4% | $137,256+32.5% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 10.37% | 84.19%-73.8pp | 64.87%-54.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $953 | $4,972-80.8% | $4,294-77.8% | $4,156-77.1% |
| Participant deferral / active EE | $3,706 | $6,888-46.2% | $6,132-39.6% | $6,407-42.2% |
| Admin fee / account holder | $8,265 | $17,404-52.5% | $14,586-43.3% | $12,270-32.6% |