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 | $97,496 | $115,770-15.8% | $101,248-3.7% | $158,922-38.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.92% | 56.14%-25.2pp | 46.47%-15.6pp | 302.83%-271.9pp |
| Employer contribution / active EE | $225 | $4,175-94.6% | $3,660-93.9% | $4,761-95.3% |
| Participant deferral / active EE | $1,926 | $4,957-61.1% | $4,370-55.9% | $5,982-67.8% |
| Admin fee / account holder | $51,597 | $7,245+612.2% | $5,945+767.8% | $11,246+358.8% |