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 6-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 | $89,848 | $109,881-18.2% | $150,045-40.1% | $84,808+5.9% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 16.93% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $378 | $3,561-89.4% | $4,693-91.9% | $2,631-85.6% |
| Participant deferral / active EE | $13,889 | $6,636+109.3% | $7,997+73.7% | $4,212+229.8% |
| Admin fee / account holder | $10,468 | $8,568+22.2% | $13,435-22.1% | $7,344+42.5% |