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 | $24,605 | $232,540-89.4% | $185,117-86.7% | $147,584-83.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.96% | 43.03%-32.1pp | 40.50%-29.5pp | 578.55%-567.6pp |
| Employer contribution / active EE | $296 | $5,195-94.3% | $4,182-92.9% | $4,876-93.9% |
| Participant deferral / active EE | $4,796 | $5,834-17.8% | $5,045-4.9% | $5,439-11.8% |
| Admin fee / account holder | $3,851 | $10,275-62.5% | $8,159-52.8% | $10,885-64.6% |