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 | $70,871 | $95,453-25.8% | $112,040-36.7% | $82,448-14.0% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 14.47% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $145 | $2,318-93.7% | $2,954-95.1% | $2,551-94.3% |
| Participant deferral / active EE | $4,129 | $4,224-2.2% | $5,098-19.0% | $4,139-0.2% |
| Admin fee / account holder | $3,657 | $9,013-59.4% | $12,098-69.8% | $7,234-49.5% |