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 | $53,979 | $96,965-44.3% | $97,995-44.9% | $147,584-63.4% |
| Participation rate | 73.7% | 83.6%-9.9pp | 82.4%-8.7pp | 82.8%-9.1pp |
| Annual return | 9.90% | 24.11%-14.2pp | 23.94%-14.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $908 | $4,536-80.0% | $4,158-78.2% | $4,876-81.4% |
| Participant deferral / active EE | $3,438 | $5,081-32.3% | $5,097-32.5% | $5,439-36.8% |
| Admin fee / account holder | $19,287 | $8,120+137.5% | $5,943+224.5% | $10,885+77.2% |