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 | $228,097 | $86,891+162.5% | $142,449+60.1% | $75,163+203.5% |
| Participation rate | 97.2% | 68.5%+28.7pp | 76.8%+20.4pp | 67.2%+30.0pp |
| Annual return | 15.66% | 23.31%-7.7pp | 19.99%-4.3pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $3,355-100.0% | $4,847-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,535 | $4,938+12.1% | $6,283-11.9% | $4,125+34.2% |
| Admin fee / account holder | $4,727 | $7,299-35.2% | $10,011-52.8% | $5,651-16.4% |