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 | $187,866 | $53,127+253.6% | $86,590+117.0% | $70,131+167.9% |
| Participation rate | 85.3% | 65.3%+20.0pp | 73.5%+11.7pp | 69.5%+15.8pp |
| Annual return | 18.11% | 27.66%-9.6pp | 964.84%-946.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,117 | $2,696+238.2% | $3,609+152.7% | $3,332+173.7% |
| Admin fee / account holder | $8,065 | $3,585+124.9% | $4,906+64.4% | $4,645+73.6% |