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 | $171,113 | $67,411+153.8% | $91,001+88.0% | $70,131+144.0% |
| Participation rate | 89.6% | 71.4%+18.2pp | 75.6%+14.0pp | 69.5%+20.0pp |
| Annual return | 18.38% | -40.16%+58.5pp | 4.60%+13.8pp | 73.14%-54.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $13,388 | $2,823+374.3% | $3,547+277.4% | $3,332+301.8% |
| Admin fee / account holder | $1,389 | $4,236-67.2% | $5,417-74.4% | $4,645-70.1% |