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 | $127,606 | $135,952-6.1% | $123,892+3.0% | $273,961-53.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 10.99% | 56.63%-45.6pp | 47.52%-36.5pp | 41.45%-30.5pp |
| Employer contribution / active EE | $783 | $5,170-84.9% | $4,617-83.0% | $4,869-83.9% |
| Participant deferral / active EE | $9,657 | $6,343+52.2% | $5,984+61.4% | $5,287+82.6% |
| Admin fee / account holder | $2,561 | $9,817-73.9% | $8,357-69.4% | $10,132-74.7% |