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 | $74,254 | $98,240-24.4% | $82,313-9.8% | $147,584-49.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.77% | 30.85%-20.1pp | 25.88%-15.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $260 | $3,192-91.8% | $2,428-89.3% | $4,876-94.7% |
| Participant deferral / active EE | $1,399 | $4,383-68.1% | $3,706-62.3% | $5,439-74.3% |
| Admin fee / account holder | $3,407 | $8,563-60.2% | $5,608-39.2% | $10,885-68.7% |