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 | $39,886 | $46,553-14.3% | $64,056-37.7% | $75,163-46.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.91% | 26.03%-8.1pp | 33.69%-15.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $125 | $1,974-93.7% | $2,747-95.4% | $2,670-95.3% |
| Participant deferral / active EE | $2,579 | $2,837-9.1% | $3,880-33.5% | $4,125-37.5% |
| Admin fee / account holder | $442 | $2,952-85.0% | $3,068-85.6% | $5,651-92.2% |