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 | $27,479 | $124,281-77.9% | $109,143-74.8% | $167,490-83.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.58% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $583 | $4,207-86.1% | $3,722-84.3% | $4,837-87.9% |
| Participant deferral / active EE | $3,892 | $5,255-25.9% | $4,653-16.4% | $6,341-38.6% |
| Admin fee / account holder | $11,920 | $7,970+49.6% | $6,752+76.5% | $12,309-3.2% |