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 | $227,875 | $70,669+222.5% | $169,368+34.5% | $75,163+203.2% |
| Participation rate | 93.3% | 64.8%+28.5pp | 77.1%+16.2pp | 67.2%+26.1pp |
| Annual return | 16.01% | 36.36%-20.3pp | 405.60%-389.6pp | 160.62%-144.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $16,376 | $4,311+279.9% | $6,221+163.2% | $4,125+297.0% |
| Admin fee / account holder | $6,585 | $5,402+21.9% | $9,003-26.9% | $5,651+16.5% |