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 | $185,702 | $181,894+2.1% | $156,549+18.6% | $273,961-32.2% |
| Participation rate | 95.5% | 88.4%+7.1pp | 84.0%+11.4pp | 83.0%+12.4pp |
| Annual return | 7.81% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $398 | $6,248-93.6% | $5,501-92.8% | $4,869-91.8% |
| Participant deferral / active EE | $6,040 | $5,550+8.8% | $4,871+24.0% | $5,287+14.2% |
| Admin fee / account holder | $45,467 | $15,559+192.2% | $13,027+249.0% | $10,132+348.7% |