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 9-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 | $122,137 | $80,968+50.8% | $96,544+26.5% | $75,163+62.5% |
| Participation rate | 72.7% | 71.8%+1.0pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 12.94% | 27.06%-14.1pp | 25.84%-12.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $533 | $2,282-76.6% | $2,965-82.0% | $2,670-80.0% |
| Participant deferral / active EE | $5,103 | $3,928+29.9% | $4,851+5.2% | $4,125+23.7% |
| Admin fee / account holder | $607 | $6,724-91.0% | $8,252-92.6% | $5,651-89.3% |