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 | $66,491 | $86,929-23.5% | $102,423-35.1% | $80,856-17.8% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 11.24% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $223 | $2,369-90.6% | $3,023-92.6% | $2,755-91.9% |
| Participant deferral / active EE | $3,880 | $4,118-5.8% | $5,053-23.2% | $4,296-9.7% |
| Admin fee / account holder | $8,251 | $8,049+2.5% | $9,451-12.7% | $6,918+19.3% |