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 | $17,718 | $93,071-81.0% | $74,583-76.2% | $273,961-93.5% |
| Participation rate | 76.9% | 74.9%+2.0pp | 68.1%+8.8pp | 83.0%-6.1pp |
| Annual return | 10.31% | 26.18%-15.9pp | 20.47%-10.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,321 | $4,160-68.3% | $3,458-61.8% | $5,287-75.0% |
| Admin fee / account holder | $7,772 | $5,272+47.4% | $4,138+87.8% | $10,132-23.3% |