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 | $84,815 | $124,281-31.8% | $109,143-22.3% | $167,490-49.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 10.06% | 26.04%-16.0pp | 25.75%-15.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $307 | $4,207-92.7% | $3,722-91.8% | $4,837-93.7% |
| Participant deferral / active EE | $4,673 | $5,255-11.1% | $4,653+0.4% | $6,341-26.3% |
| Admin fee / account holder | $30,676 | $7,970+284.9% | $6,752+354.3% | $12,309+149.2% |