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 | $22,686 | $96,484-76.5% | $75,886-70.1% | $152,861-85.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.07% | 33.98%-13.9pp | 30.76%-10.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $209 | $3,309-93.7% | $2,500-91.6% | $4,762-95.6% |
| Participant deferral / active EE | $1,486 | $4,553-67.4% | $3,603-58.8% | $5,850-74.6% |
| Admin fee / account holder | $1,695 | $8,078-79.0% | $5,418-68.7% | $11,596-85.4% |