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 | $95,803-4.9% | $113,168-19.5% | $84,808+7.4% |
| Participation rate | 98.6% | 72.9%+25.8pp | 76.6%+22.1pp | 68.3%+30.3pp |
| Annual return | 12.42% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $353 | $2,360-85.1% | $2,975-88.1% | $2,631-86.6% |
| Participant deferral / active EE | $3,269 | $4,242-22.9% | $5,107-36.0% | $4,212-22.4% |
| Admin fee / account holder | $3,270 | $8,989-63.6% | $12,068-72.9% | $7,344-55.5% |