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 | $40,621 | $159,901-74.6% | $146,958-72.4% | $145,922-72.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.04% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $926 | $5,286-82.5% | $4,933-81.2% | $4,660-80.1% |
| Participant deferral / active EE | $5,143 | $8,428-39.0% | $8,070-36.3% | $6,688-23.1% |
| Admin fee / account holder | $544 | $15,044-96.4% | $12,998-95.8% | $13,397-95.9% |