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 | $201,339 | $99,079+103.2% | $77,999+158.1% | $273,961-26.5% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.5%+14.0pp | 83.0%+6.5pp |
| Annual return | 8.64% | 217.93%-209.3pp | 425.96%-417.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,948 | $4,306-8.3% | $3,497+12.9% | $5,287-25.3% |
| Admin fee / account holder | $2,654 | $8,954-70.4% | $5,480-51.6% | $10,132-73.8% |