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 | $150,249 | $58,851+155.3% | $115,157+30.5% | $72,985+105.9% |
| Participation rate | 96.0% | 65.5%+30.5pp | 75.9%+20.1pp | 69.5%+26.5pp |
| Annual return | 19.00% | 23.16%-4.2pp | 35.60%-16.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,862 | $2,643+121.8% | $4,168+40.6% | $3,607+62.5% |
| Admin fee / account holder | $5,019 | $6,370-21.2% | $7,088-29.2% | $5,124-2.1% |