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 | $144,890 | $84,233+72.0% | $170,442-15.0% | $70,131+106.6% |
| Participation rate | 84.6% | 70.8%+13.8pp | 83.6%+1.0pp | 69.5%+15.1pp |
| Annual return | 15.98% | 23.06%-7.1pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,502 | $3,086+45.9% | $4,939-8.9% | $3,332+35.1% |
| Admin fee / account holder | $1,662 | $5,698-70.8% | $13,880-88.0% | $4,645-64.2% |