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 | $244,750 | $123,793+97.7% | $177,821+37.6% | $79,858+206.5% |
| Participation rate | 78.7% | 84.7%-5.9pp | 87.7%-9.0pp | 69.6%+9.1pp |
| Annual return | 22.42% | 22.82%-0.4pp | 48.32%-25.9pp | 31.71%-9.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,226 | $5,956+54.9% | $7,714+19.6% | $3,740+146.7% |
| Admin fee / account holder | $6,161 | $7,243-14.9% | $12,427-50.4% | $5,306+16.1% |