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 | $44,909 | $59,839-24.9% | $81,983-45.2% | $79,858-43.8% |
| Participation rate | 71.7% | 61.6%+10.0pp | 69.2%+2.4pp | 69.6%+2.0pp |
| Annual return | 16.54% | 17.56%-1.0pp | 41.31%-24.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3 | $1,713-99.8% | $2,498-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $4,034 | $2,695+49.7% | $3,722+8.4% | $3,740+7.9% |
| Admin fee / account holder | $930 | $4,287-78.3% | $5,664-83.6% | $5,306-82.5% |