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 | $240,784 | $109,413+120.1% | $156,263+54.1% | $84,808+183.9% |
| Participation rate | 71.9% | 72.7%-0.8pp | 78.9%-7.0pp | 68.3%+3.6pp |
| Annual return | 12.72% | 20.18%-7.5pp | 59.47%-46.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,241 | $4,590+57.8% | $6,158+17.6% | $4,212+71.9% |
| Admin fee / account holder | $7,001 | $9,357-25.2% | $14,255-50.9% | $7,344-4.7% |