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 | $167,275 | $81,233+105.9% | $155,567+7.5% | $80,874+106.8% |
| Participation rate | 95.1% | 66.2%+28.9pp | 78.2%+16.9pp | 67.6%+27.5pp |
| Annual return | 16.54% | 33.33%-16.8pp | 64.74%-48.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,154 | $3,452-8.6% | $5,628-44.0% | $4,297-26.6% |
| Admin fee / account holder | $19,538 | $7,998+144.3% | $15,916+22.8% | $6,935+181.7% |