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 | $43,799 | $96,484-54.6% | $75,886-42.3% | $152,861-71.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.33% | 33.98%-9.7pp | 30.76%-6.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $272 | $3,309-91.8% | $2,500-89.1% | $4,762-94.3% |
| Participant deferral / active EE | $1,808 | $4,553-60.3% | $3,603-49.8% | $5,850-69.1% |
| Admin fee / account holder | $1,088 | $8,078-86.5% | $5,418-79.9% | $11,596-90.6% |