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 | $161,709 | $79,944+102.3% | $98,439+64.3% | $75,163+115.1% |
| Participation rate | 97.4% | 70.4%+27.0pp | 75.2%+22.2pp | 67.2%+30.2pp |
| Annual return | 18.92% | 19.75%-0.8pp | 21.16%-2.2pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,354 | $3,752+122.7% | $4,738+76.3% | $4,125+102.5% |
| Admin fee / account holder | $4,048 | $6,840-40.8% | $8,948-54.8% | $5,651-28.4% |