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 | $88,502 | $87,013+1.7% | $106,213-16.7% | $80,856+9.5% |
| Participation rate | 91.7% | 70.4%+21.2pp | 75.3%+16.4pp | 67.6%+24.0pp |
| Annual return | 15.15% | 17.05%-1.9pp | 116.14%-101.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $41 | $2,395-98.3% | $3,171-98.7% | $2,755-98.5% |
| Participant deferral / active EE | $3,331 | $3,986-16.4% | $5,016-33.6% | $4,296-22.5% |
| Admin fee / account holder | $21,575 | $8,431+155.9% | $11,033+95.5% | $6,918+211.9% |