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 | $70,501 | $78,672-10.4% | $109,143-35.4% | $85,850-17.9% |
| Participation rate | 72.0% | 68.3%+3.7pp | 75.9%-3.9pp | 69.3%+2.6pp |
| Annual return | 11.60% | 25.09%-13.5pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $145 | $2,735-94.7% | $3,722-96.1% | $2,565-94.4% |
| Participant deferral / active EE | $2,743 | $3,467-20.9% | $4,653-41.1% | $3,952-30.6% |
| Admin fee / account holder | $6,835 | $5,469+25.0% | $6,752+1.2% | $6,260+9.2% |