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 | $54,183 | $201,272-73.1% | $184,203-70.6% | $145,922-62.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.80% | 29.00%-19.2pp | 28.81%-19.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,455 | $7,022-79.3% | $6,427-77.4% | $4,660-68.8% |
| Participant deferral / active EE | $3,708 | $9,806-62.2% | $9,131-59.4% | $6,688-44.6% |
| Admin fee / account holder | $4,966 | $16,364-69.7% | $13,901-64.3% | $13,397-62.9% |