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 | $87,682 | $72,404+21.1% | $110,238-20.5% | $64,186+36.6% |
| Participation rate | 89.6% | 73.3%+16.2pp | 79.8%+9.7pp | 69.6%+20.0pp |
| Annual return | 11.28% | -6.29%+17.6pp | 314.74%-303.5pp | 7.63%+3.6pp |
| Employer contribution / active EE | $90 | $2,282-96.1% | $3,826-97.7% | $2,381-96.2% |
| Participant deferral / active EE | $2,285 | $3,469-34.1% | $4,672-51.1% | $3,470-34.1% |
| Admin fee / account holder | $2,024 | $5,664-64.3% | $8,547-76.3% | $4,888-58.6% |