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 | $62,070 | $197,591-68.6% | $177,821-65.1% | $158,922-60.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.15% | 58.76%-49.6pp | 48.32%-39.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $515 | $6,697-92.3% | $5,918-91.3% | $4,761-89.2% |
| Participant deferral / active EE | $3,787 | $8,405-54.9% | $7,714-50.9% | $5,982-36.7% |
| Admin fee / account holder | $4,130 | $15,399-73.2% | $12,427-66.8% | $11,246-63.3% |