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 | $141,405 | $74,927+88.7% | $101,794+38.9% | $84,808+66.7% |
| Participation rate | 81.3% | 61.4%+19.8pp | 69.2%+12.1pp | 68.3%+12.9pp |
| Annual return | 19.17% | 18.70%+0.5pp | 30.53%-11.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,755 | $3,099+85.7% | $4,084+40.9% | $4,212+36.6% |
| Admin fee / account holder | $1,657 | $6,514-74.6% | $8,777-81.1% | $7,344-77.4% |