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 5-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 | $9,606 | $110,261-91.3% | $95,745-90.0% | $139,434-93.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.51% | 27.11%-11.6pp | 28.35%-12.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $147 | $3,257-95.5% | $2,835-94.8% | $4,751-96.9% |
| Participant deferral / active EE | $1,036 | $4,676-77.8% | $4,245-75.6% | $6,710-84.6% |
| Admin fee / account holder | $2,900 | $6,613-56.2% | $5,678-48.9% | $11,403-74.6% |