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 | $34,438 | $98,240-64.9% | $82,313-58.2% | $147,584-76.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.62% | 30.85%-13.2pp | 25.88%-8.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $519 | $3,192-83.7% | $2,428-78.6% | $4,876-89.4% |
| Participant deferral / active EE | $1,730 | $4,383-60.5% | $3,706-53.3% | $5,439-68.2% |
| Admin fee / account holder | $30,266 | $8,563+253.4% | $5,608+439.7% | $10,885+178.0% |