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 | $154,500 | $81,460+89.7% | $103,333+49.5% | $80,856+91.1% |
| Participation rate | 90.3% | 66.8%+23.5pp | 74.5%+15.8pp | 67.6%+22.7pp |
| Annual return | 15.52% | 25.55%-10.0pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,455 | $3,869-10.7% | $5,057-31.7% | $4,296-19.6% |
| Admin fee / account holder | $1,618 | $6,566-75.4% | $8,355-80.6% | $6,918-76.6% |