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 | $58,612 | $115,770-49.4% | $101,248-42.1% | $158,922-63.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.97% | 56.14%-46.2pp | 46.47%-36.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $534 | $4,175-87.2% | $3,660-85.4% | $4,761-88.8% |
| Participant deferral / active EE | $3,107 | $4,957-37.3% | $4,370-28.9% | $5,982-48.1% |
| Admin fee / account holder | $4,269 | $7,245-41.1% | $5,945-28.2% | $11,246-62.0% |