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 | $197,913 | $104,251+89.8% | $91,001+117.5% | $147,584+34.1% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.6%+16.7pp | 82.8%+9.5pp |
| Annual return | 11.89% | 27.06%-15.2pp | 4.60%+7.3pp | 578.55%-566.7pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,676 | $4,195-60.1% | $3,547-52.8% | $5,439-69.2% |
| Admin fee / account holder | $4,003 | $8,948-55.3% | $5,417-26.1% | $10,885-63.2% |