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 | $146,035 | $110,257+32.4% | $96,544+51.3% | $139,434+4.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 21.55% | 26.32%-4.8pp | 25.84%-4.3pp | 372.94%-351.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,138 | $5,548+28.7% | $4,851+47.1% | $6,710+6.4% |
| Admin fee / account holder | $1,692 | $11,591-85.4% | $8,252-79.5% | $11,403-85.2% |