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 | $34,466 | $85,515-59.7% | $112,040-69.2% | $67,986-49.3% |
| Participation rate | 75.5% | 68.2%+7.3pp | 76.5%-1.0pp | 57.2%+18.3pp |
| Annual return | 16.06% | 29.68%-13.6pp | 24.52%-8.5pp | 31.67%-15.6pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,623 | $4,014-34.6% | $5,098-48.5% | $3,358-21.9% |
| Admin fee / account holder | $1,068 | $3,774-71.7% | $12,098-91.2% | $3,203-66.7% |