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 | $53,470 | $180,028-70.3% | $138,135-61.3% | $158,922-66.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 11.63% | 21.68%-10.0pp | 20.51%-8.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $31 | $7,470-99.6% | $5,587-99.4% | $4,761-99.4% |
| Participant deferral / active EE | $5,076 | $7,717-34.2% | $6,431-21.1% | $5,982-15.2% |
| Admin fee / account holder | $10,281 | $17,912-42.6% | $11,856-13.3% | $11,246-8.6% |