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 | $37,162 | $62,672-40.7% | $185,117-79.9% | $70,131-47.0% |
| Participation rate | 75.9% | 63.8%+12.1pp | 77.3%-1.4pp | 69.5%+6.3pp |
| Annual return | 20.72% | 40.79%-20.1pp | 40.50%-19.8pp | 73.14%-52.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,311 | $3,272-29.4% | $5,045-54.2% | $3,332-30.6% |
| Admin fee / account holder | $10,608 | $3,932+169.8% | $8,159+30.0% | $4,645+128.4% |