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 | $64,170 | $148,978-56.9% | $200,582-68.0% | $84,808-24.3% |
| Participation rate | 97.6% | 84.2%+13.3pp | 86.9%+10.7pp | 68.3%+29.2pp |
| Annual return | 14.45% | 28.16%-13.7pp | 42.33%-27.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,282 | $4,815-73.4% | $6,419-80.0% | $2,631-51.3% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,301 | $13,977-40.6% | $16,305-49.1% | $7,344+13.0% |