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 | $67,085 | $87,841-23.6% | $133,980-49.9% | $62,891+6.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 87.1%-12.1pp | 69.3%+5.7pp |
| Annual return | 8.00% | 12.05%-4.1pp | 29.30%-21.3pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,001 | $4,812-37.6% | $6,282-52.2% | $3,203-6.3% |
| Admin fee / account holder | $962 | $5,371-82.1% | $9,324-89.7% | $4,296-77.6% |