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 | $62,755 | $118,450-47.0% | $98,439-36.3% | $139,434-55.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 18.94%-2.7pp | 21.16%-5.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $632 | $3,609-82.5% | $3,048-79.3% | $4,751-86.7% |
| Participant deferral / active EE | $1,764 | $5,392-67.3% | $4,738-62.8% | $6,710-73.7% |
| Admin fee / account holder | $782 | $14,026-94.4% | $8,948-91.3% | $11,403-93.1% |