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 | $207,859 | $95,803+117.0% | $113,168+83.7% | $84,808+145.1% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 13.67% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,802 | $4,242-33.9% | $5,107-45.1% | $4,212-33.5% |
| Admin fee / account holder | $1,097 | $8,989-87.8% | $12,068-90.9% | $7,344-85.1% |