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 | $30,869 | $154,117-80.0% | $129,995-76.3% | $139,434-77.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 25.75% | 32.48%-6.7pp | -137.18%+162.9pp | 372.94%-347.2pp |
| Employer contribution / active EE | $316 | $5,289-94.0% | $4,320-92.7% | $4,751-93.3% |
| Participant deferral / active EE | $5,933 | $6,710-11.6% | $5,820+1.9% | $6,710-11.6% |
| Admin fee / account holder | $10,069 | $14,007-28.1% | $10,614-5.1% | $11,403-11.7% |