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 | $29,524 | $106,890-72.4% | $84,015-64.9% | $152,861-80.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.93% | 104.99%-84.1pp | 71.31%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $156 | $2,734-94.3% | $1,983-92.1% | $4,762-96.7% |
| Participant deferral / active EE | $1,651 | $4,011-58.8% | $3,239-49.0% | $5,850-71.8% |
| Admin fee / account holder | $380 | $8,285-95.4% | $6,101-93.8% | $11,596-96.7% |