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 | $33,155 | $93,346-64.5% | $71,796-53.8% | $273,961-87.9% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | 5.23% | 130.39%-125.2pp | 78.04%-72.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,394 | $3,475-31.1% | $2,794-14.3% | $5,287-54.7% |
| Admin fee / account holder | $1,136 | $6,571-82.7% | $4,815-76.4% | $10,132-88.8% |