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 | $64,922 | $57,065+13.8% | $75,670-14.2% | $70,131-7.4% |
| Participation rate | 97.3% | 68.1%+29.2pp | 72.3%+25.0pp | 69.5%+27.8pp |
| Annual return | 19.05% | 23.57%-4.5pp | 27.34%-8.3pp | 73.14%-54.1pp |
| Employer contribution / active EE | $342 | $1,817-81.2% | $2,352-85.5% | $2,342-85.4% |
| Participant deferral / active EE | $2,573 | $2,580-0.3% | $3,142-18.1% | $3,332-22.8% |
| Admin fee / account holder | $5,256 | $3,825+37.4% | $5,800-9.4% | $4,645+13.1% |