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 | $52,885 | $73,515-28.1% | $62,995-16.1% | $147,584-64.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.09% | 175.43%-161.3pp | 87.57%-73.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $178 | $3,320-94.7% | $2,759-93.6% | $4,876-96.4% |
| Participant deferral / active EE | $1,610 | $4,185-61.5% | $3,329-51.7% | $5,439-70.4% |
| Admin fee / account holder | $9,778 | $5,953+64.2% | $3,600+171.6% | $10,885-10.2% |