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 | $34,819 | $99,079-64.9% | $77,999-55.4% | $273,961-87.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.74% | 217.93%-213.2pp | 425.96%-421.2pp | 41.45%-36.7pp |
| Employer contribution / active EE | $404 | $3,308-87.8% | $2,470-83.6% | $4,869-91.7% |
| Participant deferral / active EE | $1,521 | $4,306-64.7% | $3,497-56.5% | $5,287-71.2% |
| Admin fee / account holder | $592 | $8,954-93.4% | $5,480-89.2% | $10,132-94.2% |