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 | $161,807 | $127,777+26.6% | $106,548+51.9% | $167,490-3.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 13.36% | 33.87%-20.5pp | 26.80%-13.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,116 | $5,087-38.7% | $4,398-29.2% | $6,341-50.9% |
| Admin fee / account holder | $3,603 | $11,228-67.9% | $7,407-51.4% | $12,309-70.7% |