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 | $19,776 | $63,346-68.8% | $92,233-78.6% | $70,131-71.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.90% | 530.12%-517.2pp | 176.28%-163.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $108 | $2,471-95.6% | $3,679-97.1% | $2,342-95.4% |
| Participant deferral / active EE | $2,821 | $2,854-1.1% | $3,897-27.6% | $3,332-15.3% |
| Admin fee / account holder | $739 | $3,840-80.8% | $5,194-85.8% | $4,645-84.1% |