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 | $59,639 | $112,096-46.8% | $95,952-37.8% | $158,922-62.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.07% | 171.09%-154.0pp | 91.61%-74.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $198 | $3,198-93.8% | $2,541-92.2% | $4,761-95.8% |
| Participant deferral / active EE | $4,342 | $4,784-9.2% | $4,167+4.2% | $5,982-27.4% |
| Admin fee / account holder | $1,495 | $10,130-85.2% | $6,795-78.0% | $11,246-86.7% |