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 | $19,834 | $115,770-82.9% | $101,248-80.4% | $158,922-87.5% |
| Participation rate | 70.8% | 79.4%-8.5pp | 75.8%-5.0pp | 82.0%-11.1pp |
| Annual return | 19.22% | 56.14%-36.9pp | 46.47%-27.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $707 | $4,175-83.1% | $3,660-80.7% | $4,761-85.1% |
| Participant deferral / active EE | $1,404 | $4,957-71.7% | $4,370-67.9% | $5,982-76.5% |
| Admin fee / account holder | $860 | $7,245-88.1% | $5,945-85.5% | $11,246-92.3% |