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 | $61,431 | $99,079-38.0% | $77,999-21.2% | $273,961-77.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 22.29% | 217.93%-195.6pp | 425.96%-403.7pp | 41.45%-19.2pp |
| Employer contribution / active EE | $395 | $3,308-88.1% | $2,470-84.0% | $4,869-91.9% |
| Participant deferral / active EE | $2,226 | $4,306-48.3% | $3,497-36.3% | $5,287-57.9% |
| Admin fee / account holder | $538 | $8,954-94.0% | $5,480-90.2% | $10,132-94.7% |