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 | $35,229 | $84,527-58.3% | $67,711-48.0% | $125,391-71.9% |
| Participation rate | 80.0% | 74.8%+5.2pp | 67.5%+12.5pp | 83.2%-3.2pp |
| Annual return | 5.72% | 2.57%+3.2pp | 25.41%-19.7pp | 282.22%-276.5pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,261 | $4,429+41.4% | $3,585+74.7% | $5,352+17.0% |
| Admin fee / account holder | $4,624 | $5,340-13.4% | $4,255+8.7% | $9,540-51.5% |