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 | $153,218 | $87,733+74.6% | $106,548+43.8% | $85,850+78.5% |
| Participation rate | 97.4% | 71.9%+25.5pp | 76.1%+21.3pp | 69.3%+28.1pp |
| Annual return | 11.87% | 21.86%-10.0pp | 26.80%-14.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,346 | $3,469+54.1% | $4,398+21.5% | $3,952+35.3% |
| Admin fee / account holder | $18,680 | $6,767+176.0% | $7,407+152.2% | $6,260+198.4% |