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 | $111,087 | $106,749+4.1% | $145,433-23.6% | $82,448+34.7% |
| Participation rate | 93.2% | 75.6%+17.5pp | 82.1%+11.1pp | 68.1%+25.1pp |
| Annual return | 17.07% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $20,138 | $6,519+208.9% | $7,897+155.0% | $4,139+386.5% |
| Admin fee / account holder | $15,544 | $8,390+85.3% | $13,129+18.4% | $7,234+114.9% |