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 | $97,929 | $197,591-50.4% | $177,821-44.9% | $158,922-38.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.00% | 58.76%-50.8pp | 48.32%-40.3pp | 302.83%-294.8pp |
| Employer contribution / active EE | $903 | $6,697-86.5% | $5,918-84.7% | $4,761-81.0% |
| Participant deferral / active EE | $3,515 | $8,405-58.2% | $7,714-54.4% | $5,982-41.2% |
| Admin fee / account holder | $2,169 | $15,399-85.9% | $12,427-82.5% | $11,246-80.7% |