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 | $100,124 | $227,553-56.0% | $189,557-47.2% | $167,490-40.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.73% | 78.40%-64.7pp | 64.17%-50.4pp | 478.56%-464.8pp |
| Employer contribution / active EE | $44 | $5,316-99.2% | $4,412-99.0% | $4,837-99.1% |
| Participant deferral / active EE | $3,131 | $7,002-55.3% | $6,174-49.3% | $6,341-50.6% |
| Admin fee / account holder | $14,708 | $11,878+23.8% | $9,807+50.0% | $12,309+19.5% |