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 | $54,612 | $142,405-61.7% | $115,157-52.6% | $152,861-64.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.83% | 41.48%-22.6pp | 35.60%-16.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $264 | $4,010-93.4% | $3,179-91.7% | $4,762-94.5% |
| Participant deferral / active EE | $2,198 | $5,164-57.4% | $4,168-47.3% | $5,850-62.4% |
| Admin fee / account holder | $8,872 | $8,462+4.8% | $7,088+25.2% | $11,596-23.5% |