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 | $78,898 | $81,258-2.9% | $105,218-25.0% | $59,632+32.3% |
| Participation rate | 73.1% | 75.4%-2.3pp | 77.2%-4.1pp | 68.7%+4.4pp |
| Annual return | 0.18% | 1.96%-1.8pp | 5.33%-5.2pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $530 | $2,562-79.3% | $3,255-83.7% | $2,203-75.9% |
| Participant deferral / active EE | $3,124 | $3,881-19.5% | $4,867-35.8% | $3,192-2.1% |
| Admin fee / account holder | $10,307 | $5,841+76.4% | $6,992+47.4% | $4,297+139.9% |