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 | $119,865 | $72,492+65.4% | $87,100+37.6% | $72,985+64.2% |
| Participation rate | 72.7% | 72.8%-0.1pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 17.30% | 24.46%-7.2pp | 28.19%-10.9pp | 81.00%-63.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,888 | $3,270+171.8% | $4,049+119.5% | $3,607+146.4% |
| Admin fee / account holder | $14,463 | $5,055+186.1% | $7,497+92.9% | $5,124+182.2% |