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 | $83,943 | $89,753-6.5% | $107,525-21.9% | $84,808-1.0% |
| Participation rate | 80.6% | 68.1%+12.6pp | 75.1%+5.6pp | 68.3%+12.3pp |
| Annual return | 13.44% | 29.48%-16.0pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,360 | $4,056+32.1% | $5,116+4.8% | $4,212+27.3% |
| Admin fee / account holder | $16,209 | $7,222+124.4% | $8,919+81.7% | $7,344+120.7% |