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 | $106,193 | $114,381-7.2% | $107,525-1.2% | $142,382-25.4% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 12.50% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $673 | $4,015-83.2% | $3,754-82.1% | $4,299-84.3% |
| Participant deferral / active EE | $2,824 | $5,564-49.3% | $5,116-44.8% | $6,507-56.6% |
| Admin fee / account holder | $23,880 | $9,860+142.2% | $8,919+167.8% | $12,624+89.2% |