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 | $106,684 | $68,346+56.1% | $94,646+12.7% | $75,163+41.9% |
| Participation rate | 77.3% | 76.1%+1.2pp | 80.8%-3.5pp | 67.2%+10.1pp |
| Annual return | 16.39% | 616.93%-600.5pp | 156.71%-140.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,508 | $6,537-15.7% | $7,418-25.7% | $4,125+33.5% |
| Admin fee / account holder | $1,909 | $5,326-64.2% | $7,231-73.6% | $5,651-66.2% |