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 | $44,338 | $87,013-49.0% | $106,213-58.3% | $80,856-45.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.65% | 17.05%-6.4pp | 116.14%-105.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $537 | $2,395-77.6% | $3,171-83.1% | $2,755-80.5% |
| Participant deferral / active EE | $1,770 | $3,986-55.6% | $5,016-64.7% | $4,296-58.8% |
| Admin fee / account holder | $1,366 | $8,431-83.8% | $11,033-87.6% | $6,918-80.3% |