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 | $164,726 | $106,515+54.7% | $96,683+70.4% | $139,434+18.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 15.03% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $458 | $4,103-88.8% | $3,737-87.7% | $4,751-90.4% |
| Participant deferral / active EE | $3,670 | $5,454-32.7% | $4,878-24.8% | $6,710-45.3% |
| Admin fee / account holder | $40,706 | $7,877+416.8% | $6,730+504.9% | $11,403+257.0% |