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 | $92,482 | $95,803-3.5% | $113,168-18.3% | $84,808+9.0% |
| Participation rate | 80.4% | 72.9%+7.5pp | 76.6%+3.8pp | 68.3%+12.0pp |
| Annual return | 14.92% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-26.0pp |
| Employer contribution / active EE | $408 | $2,360-82.7% | $2,975-86.3% | $2,631-84.5% |
| Participant deferral / active EE | $3,128 | $4,242-26.3% | $5,107-38.8% | $4,212-25.7% |
| Admin fee / account holder | $12,712 | $8,989+41.4% | $12,068+5.3% | $7,344+73.1% |