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 | $64,545 | $72,277-10.7% | $101,248-36.3% | $79,858-19.2% |
| Participation rate | 74.4% | 68.5%+6.0pp | 75.8%-1.4pp | 69.6%+4.8pp |
| Annual return | 10.84% | 22.30%-11.5pp | 46.47%-35.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $306 | $2,692-88.6% | $3,660-91.7% | $2,471-87.6% |
| Participant deferral / active EE | $3,166 | $3,282-3.5% | $4,370-27.6% | $3,740-15.4% |
| Admin fee / account holder | $13,945 | $4,400+216.9% | $5,945+134.5% | $5,306+162.8% |