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 | $7,594 | $56,053-86.5% | $75,972-90.0% | $80,856-90.6% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 17.25% | 20.53%-3.3pp | 359.55%-342.3pp | 35.59%-18.3pp |
| Employer contribution / active EE | $296 | $1,874-84.2% | $2,685-89.0% | $2,755-89.3% |
| Participant deferral / active EE | $1,938 | $3,052-36.5% | $4,255-54.5% | $4,296-54.9% |
| Admin fee / account holder | $763 | $5,234-85.4% | $6,467-88.2% | $6,918-89.0% |