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 | $50,163 | $96,557-48.0% | $80,975-38.1% | $273,961-81.7% |
| Participation rate | 76.2% | 79.1%-2.9pp | 75.8%+0.4pp | 83.0%-6.8pp |
| Annual return | 7.14% | 15.14%-8.0pp | 17.10%-10.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,970 | $6,598-55.0% | $5,696-47.9% | $5,287-43.8% |
| Admin fee / account holder | $11,255 | $7,492+50.2% | $5,516+104.1% | $10,132+11.1% |