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 | $98,659 | $115,770-14.8% | $101,248-2.6% | $158,922-37.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.61% | 56.14%-35.5pp | 46.47%-25.9pp | 302.83%-282.2pp |
| Employer contribution / active EE | $672 | $4,175-83.9% | $3,660-81.6% | $4,761-85.9% |
| Participant deferral / active EE | $2,925 | $4,957-41.0% | $4,370-33.1% | $5,982-51.1% |
| Admin fee / account holder | $423 | $7,245-94.2% | $5,945-92.9% | $11,246-96.2% |