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 | $184,506 | $101,724+81.4% | $164,813+11.9% | $80,856+128.2% |
| Participation rate | 91.1% | 71.8%+19.3pp | 78.6%+12.5pp | 67.6%+23.5pp |
| Annual return | 24.77% | 16.72%+8.1pp | 69.93%-45.2pp | 35.59%-10.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,548 | $4,477+113.3% | $6,031+58.3% | $4,296+122.3% |
| Admin fee / account holder | $445 | $8,227-94.6% | $12,690-96.5% | $6,918-93.6% |