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 | $174,165 | $227,553-23.5% | $189,557-8.1% | $167,490+4.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.68% | 78.40%-60.7pp | 64.17%-46.5pp | 478.56%-460.9pp |
| Employer contribution / active EE | $471 | $5,316-91.1% | $4,412-89.3% | $4,837-90.3% |
| Participant deferral / active EE | $2,815 | $7,002-59.8% | $6,174-54.4% | $6,341-55.6% |
| Admin fee / account holder | $697 | $11,878-94.1% | $9,807-92.9% | $12,309-94.3% |