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 | $48,211 | $93,071-48.2% | $74,583-35.4% | $273,961-82.4% |
| Participation rate | 72.7% | 74.9%-2.2pp | 68.1%+4.6pp | 83.0%-10.3pp |
| Annual return | 3.40% | 26.18%-22.8pp | 20.47%-17.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,851 | $4,160-31.5% | $3,458-17.6% | $5,287-46.1% |
| Admin fee / account holder | $843 | $5,272-84.0% | $4,138-79.6% | $10,132-91.7% |