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 | $179,726+1.2% | $156,263+16.4% | $142,382+27.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 10.37% | 77.86%-67.5pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $953 | $5,069-81.2% | $4,333-78.0% | $4,299-77.8% |
| Participant deferral / active EE | $3,706 | $6,956-46.7% | $6,158-39.8% | $6,507-43.1% |
| Admin fee / account holder | $8,265 | $17,272-52.2% | $14,255-42.0% | $12,624-34.5% |