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 | $77,914 | $89,753-13.2% | $107,525-27.5% | $84,808-8.1% |
| Participation rate | 70.3% | 68.1%+2.2pp | 75.1%-4.8pp | 68.3%+2.0pp |
| Annual return | 13.97% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $777 | $3,113-75.0% | $3,754-79.3% | $2,631-70.5% |
| Participant deferral / active EE | $2,077 | $4,056-48.8% | $5,116-59.4% | $4,212-50.7% |
| Admin fee / account holder | $2,267 | $7,222-68.6% | $8,919-74.6% | $7,344-69.1% |