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 | $204,319 | $60,892+235.5% | $82,389+148.0% | $84,808+140.9% |
| Participation rate | 94.0% | 63.3%+30.8pp | 69.5%+24.5pp | 68.3%+25.7pp |
| Annual return | 14.57% | 37.29%-22.7pp | 28.67%-14.1pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,321 | $3,179+161.8% | $4,155+100.3% | $4,212+97.6% |
| Admin fee / account holder | $2,746 | $5,467-49.8% | $7,231-62.0% | $7,344-62.6% |