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 | $42,049 | $58,828-28.5% | $77,999-46.1% | $62,891-33.1% |
| Participation rate | 70.5% | 71.1%-0.5pp | 75.5%-5.0pp | 69.3%+1.2pp |
| Annual return | 5.51% | 17.16%-11.6pp | 425.96%-420.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $212 | $1,672-87.3% | $2,470-91.4% | $2,281-90.7% |
| Participant deferral / active EE | $2,304 | $2,686-14.2% | $3,497-34.1% | $3,203-28.1% |
| Admin fee / account holder | $1,395 | $4,393-68.2% | $5,480-74.5% | $4,296-67.5% |