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 9-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 | $93,366 | $111,535-16.3% | $105,223-11.3% | $137,256-32.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.96% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $529 | $3,939-86.6% | $3,689-85.7% | $4,156-87.3% |
| Participant deferral / active EE | $10,664 | $5,500+93.9% | $5,072+110.3% | $6,407+66.4% |
| Admin fee / account holder | $3,554 | $9,721-63.4% | $8,859-59.9% | $12,270-71.0% |