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 | $125,574 | $65,041+93.1% | $90,951+38.1% | $79,858+57.2% |
| Participation rate | 78.8% | 61.6%+17.2pp | 69.0%+9.8pp | 69.6%+9.2pp |
| Annual return | 17.32% | 30.45%-13.1pp | 134.60%-117.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,336 | $2,512-7.0% | $3,373-30.7% | $3,740-37.5% |
| Admin fee / account holder | $4,311 | $4,536-5.0% | $5,959-27.6% | $5,306-18.7% |