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 | $80,077 | $94,625-15.4% | $116,228-31.1% | $84,808-5.6% |
| Participation rate | 82.5% | 70.4%+12.1pp | 74.6%+7.9pp | 68.3%+14.2pp |
| Annual return | 12.37% | 20.40%-8.0pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $143 | $2,347-93.9% | $2,994-95.2% | $2,631-94.5% |
| Participant deferral / active EE | $3,270 | $3,972-17.7% | $4,953-34.0% | $4,212-22.4% |
| Admin fee / account holder | $10,262 | $10,091+1.7% | $11,989-14.4% | $7,344+39.7% |