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 | $245,697 | $118,680+107.0% | $98,907+148.4% | $158,922+54.6% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 21.89% | 372.35%-350.5pp | 196.43%-174.5pp | 302.83%-280.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,469 | $5,088-51.5% | $4,244-41.8% | $5,982-58.7% |
| Admin fee / account holder | $5,616 | $10,131-44.6% | $6,642-15.4% | $11,246-50.1% |