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 | $25,409 | $107,334-76.3% | $92,893-72.6% | $152,861-83.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.27% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $253 | $4,221-94.0% | $3,653-93.1% | $4,762-94.7% |
| Participant deferral / active EE | $1,616 | $4,845-66.7% | $4,236-61.9% | $5,850-72.4% |
| Admin fee / account holder | $1,407 | $7,079-80.1% | $5,794-75.7% | $11,596-87.9% |