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 | $49,095 | $88,707-44.7% | $74,183-33.8% | $273,961-82.1% |
| Participation rate | 70.8% | 79.4%-8.6pp | 76.6%-5.8pp | 83.0%-12.2pp |
| Annual return | 5.79% | 11.94%-6.2pp | 17.74%-11.9pp | 41.45%-35.7pp |
| Employer contribution / active EE | $303 | $3,159-90.4% | $2,370-87.2% | $4,869-93.8% |
| Participant deferral / active EE | $1,859 | $4,212-55.9% | $3,550-47.6% | $5,287-64.8% |
| Admin fee / account holder | $356 | $8,717-95.9% | $5,586-93.6% | $10,132-96.5% |