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 | $193,034 | $91,552+110.8% | $133,956+44.1% | $79,858+141.7% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 13.71% | 61.85%-48.1pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,892 | $3,733+165.0% | $5,048+96.0% | $3,740+164.5% |
| Admin fee / account holder | $8,301 | $6,321+31.3% | $8,927-7.0% | $5,306+56.4% |