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 | $104,814 | $91,552+14.5% | $133,956-21.8% | $79,858+31.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.91% | 61.85%-50.9pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $47 | $2,384-98.0% | $3,919-98.8% | $2,471-98.1% |
| Participant deferral / active EE | $2,384 | $3,733-36.1% | $5,048-52.8% | $3,740-36.3% |
| Admin fee / account holder | $810 | $6,321-87.2% | $8,927-90.9% | $5,306-84.7% |