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 | $34,693 | $92,222-62.4% | $76,768-54.8% | $135,375-74.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | 35.71% | 5.46%+30.3pp | 2.43%+33.3pp | 519.73%-484.0pp |
| Employer contribution / active EE | $81 | $3,216-97.5% | $2,485-96.7% | $4,779-98.3% |
| Participant deferral / active EE | $8,534 | $4,509+89.3% | $3,852+121.6% | $5,609+52.2% |
| Admin fee / account holder | $5,143 | $10,748-52.1% | $6,675-22.9% | $10,827-52.5% |