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 | $49,539 | $125,758-60.6% | $169,993-70.9% | $75,163-34.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.43% | 27.20%-9.8pp | 53.37%-35.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $486 | $4,615-89.5% | $6,785-92.8% | $2,670-81.8% |
| Participant deferral / active EE | $4,570 | $6,837-33.2% | $10,408-56.1% | $4,125+10.8% |
| Admin fee / account holder | $1,002 | $8,173-87.7% | $12,815-92.2% | $5,651-82.3% |