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 | $33,360 | $116,175-71.3% | $93,606-64.4% | $152,861-78.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.97% | 35.96%-18.0pp | 32.76%-14.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $479 | $3,218-85.1% | $2,718-82.4% | $4,762-89.9% |
| Participant deferral / active EE | $5,110 | $4,603+11.0% | $4,069+25.6% | $5,850-12.7% |
| Admin fee / account holder | $491 | $10,748-95.4% | $7,888-93.8% | $11,596-95.8% |