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 | $221,082 | $72,012+207.0% | $185,823+19.0% | $79,858+176.8% |
| Participation rate | 98.2% | 65.8%+32.4pp | 78.0%+20.2pp | 69.6%+28.5pp |
| Annual return | 15.81% | 23.12%-7.3pp | 35.95%-20.1pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $15,706 | $3,779+315.7% | $5,632+178.9% | $3,740+319.9% |
| Admin fee / account holder | $4,605 | $4,513+2.1% | $9,500-51.5% | $5,306-13.2% |