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 | $33,647 | $176,662-81.0% | $130,648-74.2% | $152,861-78.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.91% | 2692.24%-2669.3pp | 1708.96%-1686.0pp | 345.32%-322.4pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $480 | $4,361-89.0% | $3,603-86.7% | $5,850-91.8% |
| Admin fee / account holder | $3,171 | $7,133-55.5% | $5,464-42.0% | $11,596-72.7% |