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 | $71,688 | $99,341-27.8% | $84,750-15.4% | $273,961-73.8% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 2.82% | 22.93%-20.1pp | 22.78%-20.0pp | 41.45%-38.6pp |
| Employer contribution / active EE | $207 | $4,214-95.1% | $3,574-94.2% | $4,869-95.7% |
| Participant deferral / active EE | $1,810 | $4,269-57.6% | $3,712-51.2% | $5,287-65.8% |
| Admin fee / account holder | $115,914 | $6,644+1644.6% | $5,332+2073.9% | $10,132+1044.0% |