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 | $50,371 | $57,354-12.2% | $83,848-39.9% | $64,186-21.5% |
| Participation rate | 72.6% | 68.6%+4.0pp | 76.1%-3.6pp | 69.6%+3.0pp |
| Annual return | 8.96% | 11.38%-2.4pp | 850.88%-841.9pp | 7.63%+1.3pp |
| Employer contribution / active EE | $382 | $2,545-85.0% | $3,631-89.5% | $2,381-83.9% |
| Participant deferral / active EE | $2,758 | $2,993-7.8% | $4,082-32.4% | $3,470-20.5% |
| Admin fee / account holder | $2,371 | $4,046-41.4% | $5,478-56.7% | $4,888-51.5% |