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 | $224,888 | $64,480+248.8% | $81,382+176.3% | $80,856+178.1% |
| Participation rate | 79.2% | 63.9%+15.4pp | 69.5%+9.7pp | 67.6%+11.6pp |
| Annual return | 12.52% | 16.34%-3.8pp | 24.73%-12.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,168 | $3,094+99.4% | $3,883+58.9% | $4,296+43.6% |
| Admin fee / account holder | $15,216 | $5,671+168.3% | $5,768+163.8% | $6,918+120.0% |