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 | $221,193 | $95,803+130.9% | $113,168+95.5% | $84,808+160.8% |
| Participation rate | 79.6% | 72.9%+6.7pp | 76.6%+3.0pp | 68.3%+11.3pp |
| Annual return | 12.36% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,362 | $4,242-44.3% | $5,107-53.8% | $4,212-43.9% |
| Admin fee / account holder | $18,852 | $8,989+109.7% | $12,068+56.2% | $7,344+156.7% |