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 | $133,299 | $60,892+118.9% | $82,389+61.8% | $84,808+57.2% |
| Participation rate | 85.2% | 63.3%+22.0pp | 69.5%+15.7pp | 68.3%+16.9pp |
| Annual return | 16.68% | 37.29%-20.6pp | 28.67%-12.0pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,615 | $3,179+76.7% | $4,155+35.2% | $4,212+33.3% |
| Admin fee / account holder | $1,356 | $5,467-75.2% | $7,231-81.2% | $7,344-81.5% |