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 | $18,596 | $105,998-82.5% | $92,233-79.8% | $147,584-87.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 14.19% | 50.05%-35.9pp | 176.28%-162.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $412 | $4,333-90.5% | $3,679-88.8% | $4,876-91.6% |
| Participant deferral / active EE | $1,739 | $4,478-61.2% | $3,897-55.4% | $5,439-68.0% |
| Admin fee / account holder | $1,890 | $6,332-70.2% | $5,194-63.6% | $10,885-82.6% |