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 | $65,162 | $63,346+2.9% | $92,233-29.4% | $70,131-7.1% |
| Participation rate | 80.6% | 68.7%+12.0pp | 76.5%+4.2pp | 69.5%+11.1pp |
| Annual return | 13.08% | 530.12%-517.0pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $432 | $2,471-82.5% | $3,679-88.3% | $2,342-81.6% |
| Participant deferral / active EE | $1,728 | $2,854-39.5% | $3,897-55.7% | $3,332-48.1% |
| Admin fee / account holder | $326 | $3,840-91.5% | $5,194-93.7% | $4,645-93.0% |