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 | $102,019 | $112,096-9.0% | $95,952+6.3% | $158,922-35.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.57% | 171.09%-161.5pp | 91.61%-82.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $339 | $3,198-89.4% | $2,541-86.7% | $4,761-92.9% |
| Participant deferral / active EE | $5,173 | $4,784+8.1% | $4,167+24.2% | $5,982-13.5% |
| Admin fee / account holder | $1,110 | $10,130-89.0% | $6,795-83.7% | $11,246-90.1% |