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 | $123,045 | $135,952-9.5% | $123,892-0.7% | $273,961-55.1% |
| Participation rate | 73.3% | 84.1%-10.7pp | 81.4%-8.1pp | 83.0%-9.7pp |
| Annual return | 13.56% | 56.63%-43.1pp | 47.52%-34.0pp | 41.45%-27.9pp |
| Employer contribution / active EE | $775 | $5,170-85.0% | $4,617-83.2% | $4,869-84.1% |
| Participant deferral / active EE | $3,532 | $6,343-44.3% | $5,984-41.0% | $5,287-33.2% |
| Admin fee / account holder | $2,153 | $9,817-78.1% | $8,357-74.2% | $10,132-78.8% |