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 6-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 | $120,815 | $102,605+17.7% | $145,661-17.1% | $84,808+42.5% |
| Participation rate | 89.7% | 74.3%+15.4pp | 77.2%+12.5pp | 68.3%+21.4pp |
| Annual return | 14.86% | 26.50%-11.6pp | 101.46%-86.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,199 | $5,750+94.8% | $7,198+55.6% | $4,212+165.9% |
| Admin fee / account holder | $7,036 | $8,758-19.7% | $12,466-43.6% | $7,344-4.2% |