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 | $68,574 | $101,724-32.6% | $164,813-58.4% | $80,856-15.2% |
| Participation rate | 70.4% | 71.8%-1.5pp | 78.6%-8.2pp | 67.6%+2.7pp |
| Annual return | 11.40% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,699 | $4,477-39.7% | $6,031-55.3% | $4,296-37.2% |
| Admin fee / account holder | $1,086 | $8,227-86.8% | $12,690-91.4% | $6,918-84.3% |