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 | $107,302 | $98,750+8.7% | $149,696-28.3% | $79,858+34.4% |
| Participation rate | 70.3% | 75.8%-5.5pp | 82.5%-12.2pp | 69.6%+0.6pp |
| Annual return | 14.52% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,207 | $5,680+26.9% | $6,842+5.3% | $3,740+92.7% |
| Admin fee / account holder | $9,795 | $6,053+61.8% | $9,309+5.2% | $5,306+84.6% |