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 | $35,701 | $99,918-64.3% | $81,382-56.1% | $145,922-75.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.59% | 34.32%-14.7pp | 24.73%-5.1pp | 561.29%-541.7pp |
| Employer contribution / active EE | $330 | $2,978-88.9% | $2,463-86.6% | $4,660-92.9% |
| Participant deferral / active EE | $1,193 | $4,605-74.1% | $3,883-69.3% | $6,688-82.2% |
| Admin fee / account holder | $18,809 | $8,212+129.0% | $5,768+226.1% | $13,397+40.4% |