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 | $35,965 | $54,105-33.5% | $62,529-42.5% | $54,105-33.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 96.6%+3.4pp | 78.8%+21.2pp |
| Annual return | 5.95% | 4.97%+1.0pp | 9.13%-3.2pp | 4.97%+1.0pp |
| Employer contribution / active EE | $1,017 | $7,091-85.7% | $4,187-75.7% | $7,091-85.7% |
| Participant deferral / active EE | $2,875 | $1,890+52.1% | $4,156-30.8% | $1,890+52.1% |
| Admin fee / account holder | $1,375 | $4,098-66.5% | $858+60.2% | $4,098-66.5% |