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 | $57,612 | $88,707-35.1% | $74,183-22.3% | $273,961-79.0% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 3.30% | 11.94%-8.6pp | 17.74%-14.4pp | 41.45%-38.2pp |
| Employer contribution / active EE | $498 | $3,159-84.3% | $2,370-79.0% | $4,869-89.8% |
| Participant deferral / active EE | $2,758 | $4,212-34.5% | $3,550-22.3% | $5,287-47.8% |
| Admin fee / account holder | $5,709 | $8,717-34.5% | $5,586+2.2% | $10,132-43.6% |