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 7-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 | $30,311 | $116,175-73.9% | $93,606-67.6% | $152,861-80.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.04% | 35.96%-16.9pp | 32.76%-13.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $184 | $3,218-94.3% | $2,718-93.2% | $4,762-96.1% |
| Participant deferral / active EE | $1,821 | $4,603-60.4% | $4,069-55.3% | $5,850-68.9% |
| Admin fee / account holder | $1,997 | $10,748-81.4% | $7,888-74.7% | $11,596-82.8% |