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 5-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 | $28,185 | $202,432-86.1% | $169,368-83.4% | $139,434-79.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.12% | 531.74%-517.6pp | 405.60%-391.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $400 | $4,692-91.5% | $4,013-90.0% | $4,751-91.6% |
| Participant deferral / active EE | $4,031 | $6,938-41.9% | $6,221-35.2% | $6,710-39.9% |
| Admin fee / account holder | $1,436 | $10,708-86.6% | $9,003-84.0% | $11,403-87.4% |