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 | $91,731 | $67,411+36.1% | $91,001+0.8% | $70,131+30.8% |
| Participation rate | 86.9% | 71.4%+15.5pp | 75.6%+11.3pp | 69.5%+17.4pp |
| Annual return | 15.57% | -40.16%+55.7pp | 4.60%+11.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $276 | $1,786-84.6% | $2,456-88.8% | $2,342-88.2% |
| Participant deferral / active EE | $5,095 | $2,823+80.5% | $3,547+43.6% | $3,332+52.9% |
| Admin fee / account holder | $2,039 | $4,236-51.9% | $5,417-62.4% | $4,645-56.1% |