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 | $186,264 | $67,606+175.5% | $82,313+126.3% | $70,131+165.6% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.9%+7.0pp | 69.5%+14.3pp |
| Annual return | 17.97% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,766 | $2,987+227.0% | $3,706+163.5% | $3,332+193.1% |
| Admin fee / account holder | $4,618 | $4,512+2.4% | $5,608-17.6% | $4,645-0.6% |