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 | $39,126 | $99,652-60.7% | $78,778-50.3% | $147,584-73.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.39% | 47.28%-27.9pp | 35.62%-16.2pp | 578.55%-559.2pp |
| Employer contribution / active EE | $167 | $2,796-94.0% | $1,986-91.6% | $4,876-96.6% |
| Participant deferral / active EE | $2,036 | $3,664-44.4% | $2,958-31.2% | $5,439-62.6% |
| Admin fee / account holder | $350 | $7,155-95.1% | $5,134-93.2% | $10,885-96.8% |