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 | $55,445 | $102,616-46.0% | $81,983-32.4% | $158,922-65.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.99% | 61.04%-43.0pp | 41.31%-23.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $273 | $3,240-91.6% | $2,498-89.1% | $4,761-94.3% |
| Participant deferral / active EE | $1,931 | $4,648-58.4% | $3,722-48.1% | $5,982-67.7% |
| Admin fee / account holder | $418 | $8,235-94.9% | $5,664-92.6% | $11,246-96.3% |