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 | $158,674 | $70,428+125.3% | $96,562+64.3% | $85,850+84.8% |
| Participation rate | 86.4% | 61.8%+24.6pp | 69.8%+16.5pp | 69.3%+17.0pp |
| Annual return | 18.42% | 18.59%-0.2pp | 37.78%-19.4pp | 318.53%-300.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,983 | $2,894+37.6% | $3,849+3.5% | $3,952+0.8% |
| Admin fee / account holder | $5,443 | $4,997+8.9% | $6,181-11.9% | $6,260-13.1% |