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 | $211,081 | $101,883+107.2% | $453,369-53.4% | $85,850+145.9% |
| Participation rate | 93.6% | 72.3%+21.3pp | 78.0%+15.6pp | 69.3%+24.3pp |
| Annual return | 34.34% | 25.38%+9.0pp | 64.40%-30.1pp | 318.53%-284.2pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $4,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,416 | $4,782-7.7% | $6,209-28.9% | $3,952+11.7% |
| Admin fee / account holder | $4,480 | $5,706-21.5% | $11,209-60.0% | $6,260-28.4% |