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 | $57,590+307.9% | $86,233+172.4% | $82,448+184.9% |
| Participation rate | 95.0% | 57.9%+37.1pp | 69.0%+26.0pp | 68.1%+26.9pp |
| Annual return | 16.66% | 22.41%-5.8pp | 61.39%-44.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,930 | $3,080+287.3% | $4,559+161.7% | $4,139+188.2% |
| Admin fee / account holder | $11,987 | $4,730+153.4% | $8,342+43.7% | $7,234+65.7% |