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 | $31,706 | $105,998-70.1% | $92,233-65.6% | $147,584-78.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.21% | 50.05%-38.8pp | 176.28%-165.1pp | 578.55%-567.3pp |
| Employer contribution / active EE | $294 | $4,333-93.2% | $3,679-92.0% | $4,876-94.0% |
| Participant deferral / active EE | $1,896 | $4,478-57.7% | $3,897-51.3% | $5,439-65.1% |
| Admin fee / account holder | $2,399 | $6,332-62.1% | $5,194-53.8% | $10,885-78.0% |