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 | $141,516 | $80,968+74.8% | $96,544+46.6% | $75,163+88.3% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 17.06% | 27.06%-10.0pp | 25.84%-8.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,157 | $3,928+31.3% | $4,851+6.3% | $4,125+25.0% |
| Admin fee / account holder | $8,236 | $6,724+22.5% | $8,252-0.2% | $5,651+45.8% |