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 | $25,918 | $48,230-46.3% | $67,502-61.6% | $80,856-67.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.70% | 18.28%-5.6pp | 3512.12%-3499.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $177 | $2,020-91.2% | $2,731-93.5% | $2,755-93.6% |
| Participant deferral / active EE | $808 | $2,924-72.4% | $4,000-79.8% | $4,296-81.2% |
| Admin fee / account holder | $5,053 | $3,681+37.3% | $3,998+26.4% | $6,918-27.0% |