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 | $30,653 | $75,935-59.6% | $60,547-49.4% | $125,391-75.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 1.65% | -5.38%+7.0pp | 335.64%-334.0pp | 282.22%-280.6pp |
| Employer contribution / active EE | $286 | $3,438-91.7% | $2,419-88.2% | $4,866-94.1% |
| Participant deferral / active EE | $1,552 | $4,506-65.6% | $3,328-53.4% | $5,352-71.0% |
| Admin fee / account holder | $1,458 | $6,768-78.5% | $4,536-67.9% | $9,540-84.7% |