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 | $40,375 | $43,327-6.8% | $59,878-32.6% | $64,186-37.1% |
| Participation rate | 85.7% | 69.2%+16.5pp | 74.7%+11.0pp | 69.6%+16.1pp |
| Annual return | 8.19% | -1.55%+9.7pp | 3.46%+4.7pp | 7.63%+0.6pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,799 | $2,546+49.2% | $3,402+11.7% | $3,470+9.5% |
| Admin fee / account holder | $802 | $3,005-73.3% | $3,590-77.7% | $4,888-83.6% |