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 | $30,192 | $165,335-81.7% | $149,696-79.8% | $158,922-81.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.68% | 348.15%-338.5pp | 276.60%-266.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $496 | $5,103-90.3% | $4,644-89.3% | $4,761-89.6% |
| Participant deferral / active EE | $4,515 | $7,181-37.1% | $6,842-34.0% | $5,982-24.5% |
| Admin fee / account holder | $18,051 | $10,807+67.0% | $9,309+93.9% | $11,246+60.5% |