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 | $73,098 | $78,422-6.8% | $95,952-23.8% | $79,858-8.5% |
| Participation rate | 94.7% | 73.5%+21.3pp | 77.1%+17.7pp | 69.6%+25.1pp |
| Annual return | 11.09% | 19.37%-8.3pp | 91.61%-80.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $455 | $1,945-76.6% | $2,541-82.1% | $2,471-81.6% |
| Participant deferral / active EE | $3,106 | $3,440-9.7% | $4,167-25.5% | $3,740-17.0% |
| Admin fee / account holder | $9,502 | $5,622+69.0% | $6,795+39.8% | $5,306+79.1% |