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 9-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 | $119,592 | $116,167+2.9% | $64,489+85.4% | $137,256-12.9% |
| Participation rate | 87.5% | 68.2%+19.3pp | 67.7%+19.8pp | 80.0%+7.5pp |
| Annual return | 14.28% | 36.55%-22.3pp | 55.03%-40.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,798 | $4,215-9.9% | $2,778+36.7% | $6,407-40.7% |
| Admin fee / account holder | $3,641 | $6,188-41.2% | $4,260-14.5% | $12,270-70.3% |