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 | $25,757 | $78,694-67.3% | $67,652-61.9% | $125,391-79.5% |
| Participation rate | 70.0% | 78.8%-8.8pp | 75.7%-5.7pp | 83.2%-13.2pp |
| Annual return | 2.68% | 9.46%-6.8pp | 6625.04%-6622.4pp | 282.22%-279.5pp |
| Employer contribution / active EE | $343 | $3,044-88.7% | $2,266-84.9% | $4,866-93.0% |
| Participant deferral / active EE | $2,605 | $4,292-39.3% | $3,560-26.8% | $5,352-51.3% |
| Admin fee / account holder | $1,618 | $7,403-78.1% | $4,821-66.4% | $9,540-83.0% |