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 | $51,395 | $106,890-51.9% | $84,015-38.8% | $152,861-66.4% |
| Participation rate | 73.3% | 75.2%-1.9pp | 69.0%+4.3pp | 82.4%-9.1pp |
| Annual return | 20.74% | 104.99%-84.2pp | 71.31%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $270 | $2,734-90.1% | $1,983-86.4% | $4,762-94.3% |
| Participant deferral / active EE | $3,149 | $4,011-21.5% | $3,239-2.8% | $5,850-46.2% |
| Admin fee / account holder | $26,578 | $8,285+220.8% | $6,101+335.7% | $11,596+129.2% |