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 | $146,876 | $228,332-35.7% | $185,823-21.0% | $158,922-7.6% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 20.61% | 40.80%-20.2pp | 35.95%-15.3pp | 302.83%-282.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,973 | $6,415-38.1% | $5,632-29.5% | $5,982-33.6% |
| Admin fee / account holder | $18,295 | $11,864+54.2% | $9,500+92.6% | $11,246+62.7% |