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 | $29,405 | $85,766-65.7% | $136,294-78.4% | $70,131-58.1% |
| Participation rate | 70.2% | 74.2%-3.9pp | 81.9%-11.7pp | 69.5%+0.7pp |
| Annual return | 16.92% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,156 | $5,051-37.5% | $6,247-49.5% | $3,332-5.3% |
| Admin fee / account holder | $6,768 | $5,420+24.9% | $9,243-26.8% | $4,645+45.7% |