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 | $77,257 | $73,515+5.1% | $62,995+22.6% | $147,584-47.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.16% | 175.43%-160.3pp | 87.57%-72.4pp | 578.55%-563.4pp |
| Employer contribution / active EE | $106 | $3,320-96.8% | $2,759-96.2% | $4,876-97.8% |
| Participant deferral / active EE | $1,369 | $4,185-67.3% | $3,329-58.9% | $5,439-74.8% |
| Admin fee / account holder | $317 | $5,953-94.7% | $3,600-91.2% | $10,885-97.1% |