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 | $239,279 | $95,803+149.8% | $113,168+111.4% | $84,808+182.1% |
| Participation rate | 80.6% | 72.9%+7.8pp | 76.6%+4.1pp | 68.3%+12.3pp |
| Annual return | 14.27% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,728 | $4,242+105.7% | $5,107+70.9% | $4,212+107.2% |
| Admin fee / account holder | $3,316 | $8,989-63.1% | $12,068-72.5% | $7,344-54.8% |