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 | $132,457 | $123,793+7.0% | $177,821-25.5% | $79,858+65.9% |
| Participation rate | 77.9% | 84.7%-6.7pp | 87.7%-9.8pp | 69.6%+8.3pp |
| Annual return | 16.03% | 22.82%-6.8pp | 48.32%-32.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $152 | $4,095-96.3% | $5,918-97.4% | $2,471-93.8% |
| Participant deferral / active EE | $4,322 | $5,956-27.4% | $7,714-44.0% | $3,740+15.6% |
| Admin fee / account holder | $8,145 | $7,243+12.5% | $12,427-34.5% | $5,306+53.5% |