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 | $239,881 | $105,630+127.1% | $87,507+174.1% | $273,961-12.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | 7.35% | 12.25%-4.9pp | 12.21%-4.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,361 | $3,601+215.5% | $3,149+260.8% | $5,287+114.9% |
| Admin fee / account holder | $6,038 | $4,781+26.3% | $4,221+43.0% | $10,132-40.4% |