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 | $200,074 | $112,881+77.2% | $90,951+120.0% | $158,922+25.9% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 9.37% | 215.79%-206.4pp | 134.60%-125.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,193 | $4,128-71.1% | $3,373-64.6% | $5,982-80.1% |
| Admin fee / account holder | $2,062 | $8,041-74.4% | $5,959-65.4% | $11,246-81.7% |