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 | $66,910 | $123,793-45.9% | $177,821-62.4% | $79,858-16.2% |
| Participation rate | 76.5% | 84.7%-8.2pp | 87.7%-11.3pp | 69.6%+6.8pp |
| Annual return | 30.80% | 22.82%+8.0pp | 48.32%-17.5pp | 31.71%-0.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,425 | $5,956+91.8% | $7,714+48.1% | $3,740+205.5% |
| Admin fee / account holder | $2,177 | $7,243-69.9% | $12,427-82.5% | $5,306-59.0% |