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 | $73,587 | $157,256-53.2% | $141,162-47.9% | $152,861-51.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.05% | 64.32%-47.3pp | 71.39%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $592 | $5,261-88.7% | $4,735-87.5% | $4,762-87.6% |
| Participant deferral / active EE | $4,332 | $7,109-39.1% | $6,709-35.4% | $5,850-26.0% |
| Admin fee / account holder | $3,728 | $12,120-69.2% | $10,261-63.7% | $11,596-67.9% |