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 | $91,117 | $95,453-4.5% | $112,040-18.7% | $82,448+10.5% |
| Participation rate | 98.6% | 72.8%+25.9pp | 76.5%+22.2pp | 68.1%+30.6pp |
| Annual return | 12.42% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $353 | $2,318-84.8% | $2,954-88.1% | $2,551-86.2% |
| Participant deferral / active EE | $3,269 | $4,224-22.6% | $5,098-35.9% | $4,139-21.0% |
| Admin fee / account holder | $3,270 | $9,013-63.7% | $12,098-73.0% | $7,234-54.8% |