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 | $194,015 | $138,347+40.2% | $184,203+5.3% | $80,856+139.9% |
| Participation rate | 73.0% | 83.9%-10.9pp | 86.8%-13.8pp | 67.6%+5.3pp |
| Annual return | 18.67% | 20.02%-1.3pp | 28.81%-10.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,242 | $7,071-11.7% | $9,131-31.6% | $4,296+45.3% |
| Admin fee / account holder | $1,489 | $10,483-85.8% | $13,901-89.3% | $6,918-78.5% |