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 | $58,169 | $104,251-44.2% | $91,001-36.1% | $147,584-60.6% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 14.00% | 27.06%-13.1pp | 4.60%+9.4pp | 578.55%-564.6pp |
| Employer contribution / active EE | $186 | $3,116-94.0% | $2,456-92.4% | $4,876-96.2% |
| Participant deferral / active EE | $1,383 | $4,195-67.0% | $3,547-61.0% | $5,439-74.6% |
| Admin fee / account holder | $13,093 | $8,948+46.3% | $5,417+141.7% | $10,885+20.3% |