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 | $45,382 | $197,591-77.0% | $177,821-74.5% | $158,922-71.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.01% | 58.76%-49.7pp | 48.32%-39.3pp | 302.83%-293.8pp |
| Employer contribution / active EE | $725 | $6,697-89.2% | $5,918-87.7% | $4,761-84.8% |
| Participant deferral / active EE | $7,822 | $8,405-6.9% | $7,714+1.4% | $5,982+30.8% |
| Admin fee / account holder | $3,424 | $15,399-77.8% | $12,427-72.5% | $11,246-69.6% |