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 | $146,981 | $88,707+65.7% | $74,183+98.1% | $273,961-46.3% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 10.28% | 11.94%-1.7pp | 17.74%-7.5pp | 41.45%-31.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,133 | $4,212-1.9% | $3,550+16.4% | $5,287-21.8% |
| Admin fee / account holder | $1,416 | $8,717-83.8% | $5,586-74.6% | $10,132-86.0% |