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 | $88,217 | $160,055-44.9% | $140,016-37.0% | $135,375-34.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 12.84% | 911.38%-898.5pp | 651.12%-638.3pp | 519.73%-506.9pp |
| Employer contribution / active EE | $584 | $6,420-90.9% | $5,606-89.6% | $4,779-87.8% |
| Participant deferral / active EE | $2,721 | $7,642-64.4% | $6,927-60.7% | $5,609-51.5% |
| Admin fee / account holder | $531 | $13,328-96.0% | $10,705-95.0% | $10,827-95.1% |