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 | $200,566 | $109,359+83.4% | $162,163+23.7% | $72,985+174.8% |
| Participation rate | 76.6% | 84.3%-7.7pp | 87.6%-11.0pp | 69.5%+7.1pp |
| Annual return | 23.60% | 25.46%-1.9pp | 115.59%-92.0pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,588 | $5,481+74.9% | $7,298+31.4% | $3,607+165.8% |
| Admin fee / account holder | $67,917 | $7,972+752.0% | $10,843+526.4% | $5,124+1225.4% |