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 | $132,210 | $81,208+62.8% | $98,907+33.7% | $79,858+65.6% |
| Participation rate | 95.7% | 72.5%+23.1pp | 76.0%+19.6pp | 69.6%+26.0pp |
| Annual return | 10.91% | 60.99%-50.1pp | 196.43%-185.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,356 | $3,265+64.1% | $4,244+26.2% | $3,740+43.2% |
| Admin fee / account holder | $16,374 | $6,013+172.3% | $6,642+146.5% | $5,306+208.6% |