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 | $78,883 | $109,817-28.2% | $98,442-19.9% | $167,490-52.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.36% | 1956.69%-1929.3pp | 1492.73%-1465.4pp | 478.56%-451.2pp |
| Employer contribution / active EE | $36 | $3,224-98.9% | $2,960-98.8% | $4,837-99.3% |
| Participant deferral / active EE | $1,676 | $4,673-64.1% | $4,276-60.8% | $6,341-73.6% |
| Admin fee / account holder | $472 | $6,753-93.0% | $5,949-92.1% | $12,309-96.2% |