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 6-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 | $119,880 | $95,803+25.1% | $113,168+5.9% | $84,808+41.4% |
| Participation rate | 83.9% | 72.9%+11.0pp | 76.6%+7.3pp | 68.3%+15.6pp |
| Annual return | 16.98% | 25.00%-8.0pp | 24.27%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,711 | $4,242+152.5% | $5,107+109.7% | $4,212+154.3% |
| Admin fee / account holder | $524 | $8,989-94.2% | $12,068-95.7% | $7,344-92.9% |