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 | $161,908 | $71,050+127.9% | $93,606+73.0% | $80,856+100.2% |
| Participation rate | 83.3% | 60.4%+22.9pp | 68.7%+14.6pp | 67.6%+15.7pp |
| Annual return | 10.96% | 11.26%-0.3pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,862 | $4,034+45.3% | $4,411+32.9% | $4,296+36.5% |
| Admin fee / account holder | $5,460 | $6,945-21.4% | $8,285-34.1% | $6,918-21.1% |