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 | $170,104 | $86,929+95.7% | $102,423+66.1% | $80,856+110.4% |
| Participation rate | 77.1% | 72.4%+4.8pp | 76.5%+0.7pp | 67.6%+9.5pp |
| Annual return | 13.44% | 18.88%-5.4pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,801 | $4,118+16.6% | $5,053-5.0% | $4,296+11.8% |
| Admin fee / account holder | $10,940 | $8,049+35.9% | $9,451+15.8% | $6,918+58.1% |