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 7-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 | $68,910 | $109,881-37.3% | $150,045-54.1% | $84,808-18.7% |
| Participation rate | 80.4% | 76.1%+4.3pp | 82.3%-1.9pp | 68.3%+12.1pp |
| Annual return | 20.44% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $35 | $3,561-99.0% | $4,693-99.3% | $2,631-98.7% |
| Participant deferral / active EE | $10,557 | $6,636+59.1% | $7,997+32.0% | $4,212+150.7% |
| Admin fee / account holder | $6,989 | $8,568-18.4% | $13,435-48.0% | $7,344-4.8% |