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 3-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 | $57,082 | $106,584-46.4% | $101,326-43.7% | $142,382-59.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 81.5%+3.1pp | 80.1%+4.5pp |
| Annual return | 44.98% | 36.93%+8.1pp | 36.82%+8.2pp | 217.08%-172.1pp |
| Employer contribution / active EE | $44 | $3,956-98.9% | $3,665-98.8% | $4,299-99.0% |
| Participant deferral / active EE | $9,732 | $8,297+17.3% | $7,994+21.7% | $6,507+49.6% |
| Admin fee / account holder | $9,344 | $11,446-18.4% | $11,185-16.5% | $12,624-26.0% |