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 | $207,411 | $133,922+54.9% | $116,228+78.5% | $142,382+45.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 12.33% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,727 | $5,672-16.7% | $4,953-4.6% | $6,507-27.4% |
| Admin fee / account holder | $1,442 | $14,945-90.4% | $11,989-88.0% | $12,624-88.6% |