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 | $21,337 | $96,557-77.9% | $80,975-73.7% | $273,961-92.2% |
| Participation rate | 76.5% | 79.1%-2.6pp | 75.8%+0.7pp | 83.0%-6.5pp |
| Annual return | 4.15% | 15.14%-11.0pp | 17.10%-13.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,625 | $6,598-45.1% | $5,696-36.4% | $5,287-31.4% |
| Admin fee / account holder | $4,842 | $7,492-35.4% | $5,516-12.2% | $10,132-52.2% |