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 | $143,732 | $89,753+60.1% | $107,525+33.7% | $84,808+69.5% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 13.90% | 29.48%-15.6pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,894 | $4,056+94.6% | $5,116+54.3% | $4,212+87.4% |
| Admin fee / account holder | $17,088 | $7,222+136.6% | $8,919+91.6% | $7,344+132.7% |