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 | $76,115 | $57,057+33.4% | $85,009-10.5% | $80,874-5.9% |
| Participation rate | 71.8% | 56.4%+15.4pp | 67.5%+4.3pp | 67.6%+4.1pp |
| Annual return | 13.82% | 21.66%-7.8pp | 66.47%-52.7pp | 35.62%-21.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,217 | $3,112+260.5% | $4,522+148.1% | $4,297+161.0% |
| Admin fee / account holder | $10,705 | $4,986+114.7% | $6,153+74.0% | $6,935+54.4% |