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 | $146,472 | $87,841+66.7% | $133,980+9.3% | $62,891+132.9% |
| Participation rate | 82.9% | 83.4%-0.5pp | 87.1%-4.2pp | 69.3%+13.6pp |
| Annual return | 9.57% | 12.05%-2.5pp | 29.30%-19.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $14,596 | $4,812+203.3% | $6,282+132.4% | $3,203+355.7% |
| Admin fee / account holder | $14,852 | $5,371+176.5% | $9,324+59.3% | $4,296+245.7% |