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 | $18,854 | $73,515-74.4% | $62,995-70.1% | $147,584-87.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.52% | 175.43%-157.9pp | 87.57%-70.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $196 | $3,320-94.1% | $2,759-92.9% | $4,876-96.0% |
| Participant deferral / active EE | $5,763 | $4,185+37.7% | $3,329+73.1% | $5,439+6.0% |
| Admin fee / account holder | $3,906 | $5,953-34.4% | $3,600+8.5% | $10,885-64.1% |