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 | $82,094 | $118,680-30.8% | $98,907-17.0% | $158,922-48.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.76% | 372.35%-358.6pp | 196.43%-182.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $305 | $3,333-90.9% | $2,689-88.7% | $4,761-93.6% |
| Participant deferral / active EE | $4,319 | $5,088-15.1% | $4,244+1.8% | $5,982-27.8% |
| Admin fee / account holder | $18,469 | $10,131+82.3% | $6,642+178.1% | $11,246+64.2% |