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 | $34,566 | $103,376-66.6% | $87,100-60.3% | $152,861-77.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.13% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.2pp |
| Employer contribution / active EE | $487 | $3,220-84.9% | $2,521-80.7% | $4,762-89.8% |
| Participant deferral / active EE | $3,004 | $4,778-37.1% | $4,049-25.8% | $5,850-48.6% |
| Admin fee / account holder | $4,228 | $12,205-65.4% | $7,497-43.6% | $11,596-63.5% |