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 | $89,684 | $53,127+68.8% | $86,590+3.6% | $70,131+27.9% |
| Participation rate | 80.4% | 65.3%+15.1pp | 73.5%+6.8pp | 69.5%+10.9pp |
| Annual return | 12.78% | 27.66%-14.9pp | 964.84%-952.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,987 | $2,696+85.0% | $3,609+38.2% | $3,332+49.7% |
| Admin fee / account holder | $4,466 | $3,585+24.6% | $4,906-9.0% | $4,645-3.9% |