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 | $45,380 | $97,044-53.2% | $83,333-45.5% | $135,375-66.5% |
| Participation rate | 95.8% | 80.4%+15.4pp | 77.8%+18.1pp | 82.6%+13.2pp |
| Annual return | 2.92% | 12.31%-9.4pp | 10.63%-7.7pp | 519.73%-516.8pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,761 | $5,964-70.5% | $5,565-68.4% | $5,609-68.6% |
| Admin fee / account holder | $2,725 | $8,380-67.5% | $7,510-63.7% | $10,827-74.8% |