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 10-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 | $187,583 | $45,035+316.5% | $62,995+197.8% | $70,131+167.5% |
| Participation rate | 93.9% | 69.5%+24.4pp | 74.8%+19.1pp | 69.5%+24.4pp |
| Annual return | 11.95% | 18.76%-6.8pp | 87.57%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,710 | $2,465+415.7% | $3,329+281.8% | $3,332+281.5% |
| Admin fee / account holder | $2,518 | $2,834-11.2% | $3,600-30.1% | $4,645-45.8% |