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 | $156,048 | $65,365+138.7% | $92,893+68.0% | $72,985+113.8% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 23.30% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2 | $2,594-99.9% | $3,653-100.0% | $2,440-99.9% |
| Participant deferral / active EE | $6,128 | $3,128+95.9% | $4,236+44.7% | $3,607+69.9% |
| Admin fee / account holder | $3,335 | $4,251-21.6% | $5,794-42.4% | $5,124-34.9% |