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 | $61,151 | $118,450-48.4% | $98,439-37.9% | $139,434-56.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 27.58% | 18.94%+8.6pp | 21.16%+6.4pp | 372.94%-345.4pp |
| Employer contribution / active EE | -$131 | $3,609-103.6% | $3,048-104.3% | $4,751-102.8% |
| Participant deferral / active EE | $8,816 | $5,392+63.5% | $4,738+86.1% | $6,710+31.4% |
| Admin fee / account holder | $1,762 | $14,026-87.4% | $8,948-80.3% | $11,403-84.6% |