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 | $117,712 | $105,181+11.9% | $159,436-26.2% | $85,850+37.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.48% | 45.07%-26.6pp | 263.57%-245.1pp | 318.53%-300.1pp |
| Employer contribution / active EE | $57 | $3,318-98.3% | $4,829-98.8% | $2,565-97.8% |
| Participant deferral / active EE | $11,872 | $5,945+99.7% | $7,352+61.5% | $3,952+200.4% |
| Admin fee / account holder | $2,947 | $6,933-57.5% | $10,799-72.7% | $6,260-52.9% |