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 | $102,057 | $46,553+119.2% | $64,056+59.3% | $75,163+35.8% |
| Participation rate | 97.0% | 65.9%+31.0pp | 72.3%+24.7pp | 67.2%+29.8pp |
| Annual return | 12.63% | 26.03%-13.4pp | 33.69%-21.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,618 | $2,837+98.0% | $3,880+44.8% | $4,125+36.2% |
| Admin fee / account holder | $7,079 | $2,952+139.8% | $3,068+130.7% | $5,651+25.3% |