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 | $150,411 | $109,359+37.5% | $162,163-7.2% | $72,985+106.1% |
| Participation rate | 70.4% | 84.3%-13.9pp | 87.6%-17.2pp | 69.5%+0.9pp |
| Annual return | 29.49% | 25.46%+4.0pp | 115.59%-86.1pp | 81.00%-51.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,123 | $5,481+121.2% | $7,298+66.1% | $3,607+236.1% |
| Admin fee / account holder | $4,002 | $7,972-49.8% | $10,843-63.1% | $5,124-21.9% |