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 | $122,340 | $109,413+11.8% | $156,263-21.7% | $84,808+44.3% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 15.57% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $221 | $2,907-92.4% | $4,333-94.9% | $2,631-91.6% |
| Participant deferral / active EE | $7,277 | $4,590+58.6% | $6,158+18.2% | $4,212+72.8% |
| Admin fee / account holder | $1,376 | $9,357-85.3% | $14,255-90.3% | $7,344-81.3% |