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 | $18,487 | $52,903-65.1% | $73,307-74.8% | $59,632-69.0% |
| Participation rate | 84.0% | 68.2%+15.8pp | 74.9%+9.1pp | 68.7%+15.3pp |
| Annual return | 1.23% | 12.20%-11.0pp | 5.67%-4.4pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $13,070 | $4,069+221.2% | $4,991+161.9% | $3,192+309.5% |
| Admin fee / account holder | $4,803 | $3,834+25.3% | $5,637-14.8% | $4,297+11.8% |