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 9-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 | $97,594 | $94,529+3.2% | $140,016-30.3% | $64,186+52.0% |
| Participation rate | 96.1% | 84.1%+12.0pp | 87.5%+8.6pp | 69.6%+26.5pp |
| Annual return | 9.66% | 7.77%+1.9pp | 651.12%-641.5pp | 7.63%+2.0pp |
| Employer contribution / active EE | $903 | $3,812-76.3% | $5,606-83.9% | $2,381-62.1% |
| Participant deferral / active EE | $4,666 | $5,250-11.1% | $6,927-32.6% | $3,470+34.5% |
| Admin fee / account holder | $944 | $6,741-86.0% | $10,705-91.2% | $4,888-80.7% |