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 | $31,005 | $45,073-31.2% | $69,455-55.4% | $72,985-57.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 14.95% | 22.65%-7.7pp | 28.97%-14.0pp | 81.00%-66.1pp |
| Employer contribution / active EE | $47 | $2,054-97.7% | $2,779-98.3% | $2,440-98.1% |
| Participant deferral / active EE | $2,354 | $2,602-9.5% | $3,535-33.4% | $3,607-34.7% |
| Admin fee / account holder | $556 | $3,056-81.8% | $3,839-85.5% | $5,124-89.1% |