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 | $200,362 | $79,944+150.6% | $98,439+103.5% | $75,163+166.6% |
| Participation rate | 77.1% | 70.4%+6.8pp | 75.2%+2.0pp | 67.2%+10.0pp |
| Annual return | 13.84% | 19.75%-5.9pp | 21.16%-7.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,732 | $3,752+106.1% | $4,738+63.2% | $4,125+87.4% |
| Admin fee / account holder | $6,541 | $6,840-4.4% | $8,948-26.9% | $5,651+15.8% |