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 | $211,090 | $70,428+199.7% | $96,562+118.6% | $85,850+145.9% |
| Participation rate | 96.4% | 61.8%+34.6pp | 69.8%+26.6pp | 69.3%+27.1pp |
| Annual return | 17.54% | 18.59%-1.1pp | 37.78%-20.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,766 | $2,894+64.7% | $3,849+23.8% | $3,952+20.6% |
| Admin fee / account holder | $7,365 | $4,997+47.4% | $6,181+19.2% | $6,260+17.7% |