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 | $111,420 | $94,752+17.6% | $112,887-1.3% | $139,434-20.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.63% | 40.88%-27.3pp | 34.10%-20.5pp | 372.94%-359.3pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,274 | $6,512+27.1% | $6,513+27.0% | $6,710+23.3% |
| Admin fee / account holder | $1,461 | $8,527-82.9% | $7,047-79.3% | $11,403-87.2% |