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 | $38,543 | $104,251-63.0% | $91,001-57.6% | $147,584-73.9% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.6%-2.9pp | 82.8%-10.1pp |
| Annual return | 9.10% | 27.06%-18.0pp | 4.60%+4.5pp | 578.55%-569.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,223 | $4,195-47.0% | $3,547-37.3% | $5,439-59.1% |
| Admin fee / account holder | $10,104 | $8,948+12.9% | $5,417+86.5% | $10,885-7.2% |