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 | $179,462 | $232,540-22.8% | $185,117-3.1% | $147,584+21.6% |
| Participation rate | 89.5% | 82.4%+7.1pp | 77.3%+12.2pp | 82.8%+6.6pp |
| Annual return | 16.19% | 43.03%-26.8pp | 40.50%-24.3pp | 578.55%-562.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,825 | $5,834+85.6% | $5,045+114.6% | $5,439+99.0% |
| Admin fee / account holder | $2,112 | $10,275-79.4% | $8,159-74.1% | $10,885-80.6% |