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 | $96,058 | $112,729-14.8% | $98,716-2.7% | $137,256-30.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.24% | 38.48%-26.2pp | 31.81%-19.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $342 | $2,725-87.4% | $2,279-85.0% | $4,156-91.8% |
| Participant deferral / active EE | $6,072 | $4,640+30.8% | $4,048+50.0% | $6,407-5.2% |
| Admin fee / account holder | $1,197 | $10,129-88.2% | $8,703-86.2% | $12,270-90.2% |