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 | $103,645 | $98,750+5.0% | $149,696-30.8% | $79,858+29.8% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.7pp |
| Annual return | 24.70% | 27.43%-2.7pp | 276.60%-251.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $16,704 | $5,680+194.1% | $6,842+144.2% | $3,740+346.6% |
| Admin fee / account holder | $6,859 | $6,053+13.3% | $9,309-26.3% | $5,306+29.3% |