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 | $234,888 | $60,022+291.3% | $88,946+164.1% | $84,808+177.0% |
| Participation rate | 95.0% | 57.8%+37.2pp | 68.8%+26.2pp | 68.3%+26.7pp |
| Annual return | 16.66% | 22.43%-5.8pp | 57.82%-41.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,930 | $3,114+283.1% | $4,581+160.4% | $4,212+183.3% |
| Admin fee / account holder | $11,987 | $4,811+149.2% | $8,261+45.1% | $7,344+63.2% |