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 9-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 | $195,851 | $77,503+152.7% | $100,391+95.1% | $80,856+142.2% |
| Participation rate | 94.9% | 76.9%+17.9pp | 81.5%+13.4pp | 67.6%+27.2pp |
| Annual return | 17.32% | 37.20%-19.9pp | 49.20%-31.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $20,028 | $6,820+193.7% | $8,082+147.8% | $4,296+366.2% |
| Admin fee / account holder | $11,668 | $5,897+97.9% | $7,899+47.7% | $6,918+68.7% |