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 | $57,540 | $148,534-61.3% | $135,903-57.7% | $139,434-58.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.73% | 79.19%-64.5pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $490 | $5,243-90.6% | $4,856-89.9% | $4,751-89.7% |
| Participant deferral / active EE | $6,417 | $8,100-20.8% | $7,758-17.3% | $6,710-4.4% |
| Admin fee / account holder | $43,570 | $12,400+251.4% | $10,762+304.9% | $11,403+282.1% |