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 | $16,063 | $102,604-84.3% | $86,188-81.4% | $139,434-88.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.82% | 1922.51%-1908.7pp | 1168.45%-1154.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $442 | $3,032-85.4% | $2,380-81.4% | $4,751-90.7% |
| Participant deferral / active EE | $1,699 | $4,676-63.7% | $3,985-57.4% | $6,710-74.7% |
| Admin fee / account holder | $1,439 | $8,657-83.4% | $6,852-79.0% | $11,403-87.4% |