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 | $69,232 | $126,574-45.3% | $106,213-34.8% | $145,922-52.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.19% | 224.79%-211.6pp | 116.14%-103.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $511 | $3,730-86.3% | $3,171-83.9% | $4,660-89.0% |
| Participant deferral / active EE | $1,649 | $5,724-71.2% | $5,016-67.1% | $6,688-75.3% |
| Admin fee / account holder | $23,548 | $17,304+36.1% | $11,033+113.4% | $13,397+75.8% |