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 | $46,242 | $85,202-45.7% | $172,739-73.2% | $72,985-36.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.21% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $190 | $3,324-94.3% | $5,143-96.3% | $2,440-92.2% |
| Participant deferral / active EE | $2,205 | $3,260-32.4% | $5,198-57.6% | $3,607-38.9% |
| Admin fee / account holder | $346 | $5,884-94.1% | $13,954-97.5% | $5,124-93.3% |