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 7-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 | $123,560 | $78,672+57.1% | $109,143+13.2% | $85,850+43.9% |
| Participation rate | 75.9% | 68.3%+7.6pp | 75.9%0pp | 69.3%+6.5pp |
| Annual return | 13.55% | 25.09%-11.5pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,219 | $3,467+50.5% | $4,653+12.2% | $3,952+32.1% |
| Admin fee / account holder | $1,630 | $5,469-70.2% | $6,752-75.9% | $6,260-74.0% |