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 | $109,953 | $84,233+30.5% | $170,442-35.5% | $70,131+56.8% |
| Participation rate | 94.9% | 70.8%+24.0pp | 83.6%+11.3pp | 69.5%+25.3pp |
| Annual return | 18.62% | 23.06%-4.4pp | 205.93%-187.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,980 | $3,086+29.0% | $4,939-19.4% | $3,332+19.5% |
| Admin fee / account holder | $682 | $5,698-88.0% | $13,880-95.1% | $4,645-85.3% |