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 | $106,722 | $74,879,922-99.9% | $40,145,923-99.7% | $273,961-61.0% |
| Participation rate | 83.3% | 74.1%+9.3pp | 68.4%+14.9pp | 83.0%+0.3pp |
| Annual return | 4.59% | 2.55%+2.0pp | 5.24%-0.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,020 | $2,962+137.0% | $2,591+171.0% | $5,287+32.8% |
| Admin fee / account holder | $2,772 | $3,725-25.6% | $2,903-4.5% | $10,132-72.6% |