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 | $74,214 | $84,556-12.2% | $116,228-36.1% | $74,304-0.1% |
| Participation rate | 93.2% | 66.0%+27.2pp | 74.6%+18.7pp | 60.3%+32.9pp |
| Annual return | 18.07% | 18.35%-0.3pp | 90.06%-72.0pp | 29.43%-11.4pp |
| Employer contribution / active EE | $111 | $2,168-94.9% | $2,994-96.3% | $2,241-95.0% |
| Participant deferral / active EE | $5,776 | $3,814+51.4% | $4,953+16.6% | $3,767+53.3% |
| Admin fee / account holder | $17,912 | $3,792+372.4% | $11,989+49.4% | $2,969+503.3% |