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 | $122,453 | $55,706+119.8% | $75,886+61.4% | $72,985+67.8% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.3%+22.7pp | 69.5%+22.5pp |
| Annual return | 27.49% | 27.59%-0.1pp | 30.76%-3.3pp | 81.00%-53.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,254 | $2,634+137.4% | $3,603+73.6% | $3,607+73.4% |
| Admin fee / account holder | $2,697 | $3,978-32.2% | $5,418-50.2% | $5,124-47.4% |