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 | $14,646 | $53,822-72.8% | $75,696-80.7% | $85,850-82.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 28.36% | 24.54%+3.8pp | 104.53%-76.2pp | 318.53%-290.2pp |
| Employer contribution / active EE | $238 | $2,017-88.2% | $2,743-91.3% | $2,565-90.7% |
| Participant deferral / active EE | $1,254 | $2,895-56.7% | $3,821-67.2% | $3,952-68.3% |
| Admin fee / account holder | $565 | $3,343-83.1% | $3,619-84.4% | $6,260-91.0% |