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 | $221,961 | $72,388+206.6% | $111,392+99.3% | $64,186+245.8% |
| Participation rate | 96.4% | 70.5%+25.9pp | 78.9%+17.5pp | 69.6%+26.8pp |
| Annual return | 10.45% | -1.50%+12.0pp | -2.06%+12.5pp | 7.63%+2.8pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,417 | $4,241+27.7% | $5,567-2.7% | $3,470+56.1% |
| Admin fee / account holder | $6,156 | $5,719+7.6% | $12,266-49.8% | $4,888+25.9% |