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 | $135,471 | $81,208+66.8% | $98,907+37.0% | $79,858+69.6% |
| Participation rate | 70.4% | 72.5%-2.1pp | 76.0%-5.7pp | 69.6%+0.7pp |
| Annual return | 17.42% | 60.99%-43.6pp | 196.43%-179.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,071 | $3,265-5.9% | $4,244-27.6% | $3,740-17.9% |
| Admin fee / account holder | $2,120 | $6,013-64.7% | $6,642-68.1% | $5,306-60.0% |