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 | $45,008 | $113,935-60.5% | $94,224-52.2% | $125,391-64.1% |
| Participation rate | 77.8% | 82.9%-5.1pp | 78.8%-1.0pp | 83.2%-5.4pp |
| Annual return | 0.04% | 5.29%-5.2pp | 10.68%-10.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $514 | $4,727-89.1% | $3,587-85.7% | $4,866-89.4% |
| Participant deferral / active EE | $2,760 | $5,179-46.7% | $4,320-36.1% | $5,352-48.4% |
| Admin fee / account holder | $2,414 | $8,391-71.2% | $6,269-61.5% | $9,540-74.7% |