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 | $173,314 | $107,934+60.6% | $91,989+88.4% | $152,861+13.4% |
| Participation rate | 72.7% | 81.2%-8.5pp | 78.6%-5.9pp | 82.4%-9.7pp |
| Annual return | 24.22% | 89.24%-65.0pp | 69.02%-44.8pp | 345.32%-321.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,508 | $6,364-44.9% | $5,923-40.8% | $5,850-40.0% |
| Admin fee / account holder | $735 | $10,520-93.0% | $7,743-90.5% | $11,596-93.7% |