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 | $134,793 | $91,190+47.8% | $178,490-24.5% | $79,858+68.8% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.8pp | 69.6%+3.4pp |
| Annual return | 22.59% | 24.19%-1.6pp | 151.07%-128.5pp | 31.71%-9.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,241 | $3,236+31.0% | $5,202-18.5% | $3,740+13.4% |
| Admin fee / account holder | $5,749 | $6,751-14.8% | $13,984-58.9% | $5,306+8.3% |