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 | $39,376 | $58,208-32.4% | $81,812-51.9% | $80,856-51.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.01% | 41.66%-25.7pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $97 | $2,340-95.8% | $2,912-96.7% | $2,755-96.5% |
| Participant deferral / active EE | $2,884 | $3,281-12.1% | $4,319-33.2% | $4,296-32.9% |
| Admin fee / account holder | $568 | $4,981-88.6% | $7,386-92.3% | $6,918-91.8% |