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 | $169,222 | $107,452+57.5% | $91,541+84.9% | $142,382+18.9% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.8%+3.0pp | 80.1%-7.4pp |
| Annual return | 13.01% | 22.06%-9.0pp | 20.50%-7.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,901 | $4,754+3.1% | $4,008+22.3% | $6,507-24.7% |
| Admin fee / account holder | $25,302 | $8,834+186.4% | $6,956+263.7% | $12,624+100.4% |