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 | $138,049 | $95,561+44.5% | $77,163+78.9% | $139,434-1.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.90% | 54.92%-33.0pp | 37.87%-16.0pp | 372.94%-351.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,244 | $4,624-8.2% | $3,833+10.7% | $6,710-36.8% |
| Admin fee / account holder | $1,783 | $8,295-78.5% | $5,472-67.4% | $11,403-84.4% |