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 | $114,841 | $87,733+30.9% | $106,548+7.8% | $85,850+33.8% |
| Participation rate | 91.7% | 71.9%+19.7pp | 76.1%+15.5pp | 69.3%+22.4pp |
| Annual return | 11.84% | 21.86%-10.0pp | 26.80%-15.0pp | 318.53%-306.7pp |
| Employer contribution / active EE | $393 | $2,073-81.1% | $2,819-86.1% | $2,565-84.7% |
| Participant deferral / active EE | $3,287 | $3,469-5.2% | $4,398-25.3% | $3,952-16.8% |
| Admin fee / account holder | $20,228 | $6,767+198.9% | $7,407+173.1% | $6,260+223.1% |