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 | $134,199 | $98,750+35.9% | $149,696-10.4% | $79,858+68.0% |
| Participation rate | 71.7% | 75.8%-4.1pp | 82.5%-10.8pp | 69.6%+2.0pp |
| Annual return | 16.56% | 27.43%-10.9pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,107 | $5,680-10.1% | $6,842-25.4% | $3,740+36.5% |
| Admin fee / account holder | $1,293 | $6,053-78.6% | $9,309-86.1% | $5,306-75.6% |