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 | $228,611 | $101,724+124.7% | $164,813+38.7% | $80,856+182.7% |
| Participation rate | 88.4% | 71.8%+16.5pp | 78.6%+9.8pp | 67.6%+20.7pp |
| Annual return | 12.83% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,303 | $4,477+130.1% | $6,031+70.8% | $4,296+139.8% |
| Admin fee / account holder | $9,623 | $8,227+17.0% | $12,690-24.2% | $6,918+39.1% |