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 | $94,748 | $99,341-4.6% | $84,750+11.8% | $273,961-65.4% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 9.42% | 22.93%-13.5pp | 22.78%-13.4pp | 41.45%-32.0pp |
| Employer contribution / active EE | $401 | $4,214-90.5% | $3,574-88.8% | $4,869-91.8% |
| Participant deferral / active EE | $4,328 | $4,269+1.4% | $3,712+16.6% | $5,287-18.1% |
| Admin fee / account holder | $14,313 | $6,644+115.4% | $5,332+168.4% | $10,132+41.3% |