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 | $222,320 | $107,452+106.9% | $91,541+142.9% | $142,382+56.1% |
| Participation rate | 84.2% | 75.1%+9.1pp | 69.8%+14.4pp | 80.1%+4.1pp |
| Annual return | 12.61% | 22.06%-9.5pp | 20.50%-7.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,919 | $4,754+87.6% | $4,008+122.5% | $6,507+37.1% |
| Admin fee / account holder | $7,849 | $8,834-11.2% | $6,956+12.8% | $12,624-37.8% |