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 | $58,627+127.4% | $76,735+73.7% | $82,448+61.7% |
| Participation rate | 85.2% | 63.2%+22.0pp | 69.5%+15.7pp | 68.1%+17.2pp |
| Annual return | 16.68% | 39.10%-22.4pp | 29.77%-13.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,615 | $3,134+79.2% | $4,088+37.4% | $4,139+35.7% |
| Admin fee / account holder | $1,356 | $5,323-74.5% | $7,189-81.1% | $7,234-81.3% |