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 | $157,637 | $152,460+3.4% | $118,746+32.8% | $147,584+6.8% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.3%-3.3pp | 82.8%-7.8pp |
| Annual return | 14.96% | 17.41%-2.4pp | 24.54%-9.6pp | 578.55%-563.6pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,081 | $6,212-34.3% | $5,332-23.5% | $5,439-25.0% |
| Admin fee / account holder | $1,641 | $16,953-90.3% | $10,720-84.7% | $10,885-84.9% |