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 | $144,420 | $159,602-9.5% | $150,045-3.7% | $142,382+1.4% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.3%-5.0pp | 80.1%-2.8pp |
| Annual return | 14.11% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,659 | $8,310+4.2% | $7,997+8.3% | $6,507+33.1% |
| Admin fee / account holder | $7,878 | $14,846-46.9% | $13,435-41.4% | $12,624-37.6% |