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 | $37,181 | $81,208-54.2% | $98,907-62.4% | $79,858-53.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.50% | 60.99%-47.5pp | 196.43%-182.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $405 | $1,960-79.3% | $2,689-84.9% | $2,471-83.6% |
| Participant deferral / active EE | $2,855 | $3,265-12.5% | $4,244-32.7% | $3,740-23.7% |
| Admin fee / account holder | $1,537 | $6,013-74.4% | $6,642-76.9% | $5,306-71.0% |