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 | $64,366 | $183,519-64.9% | $155,509-58.6% | $145,922-55.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.60% | 61.17%-38.6pp | 64.67%-42.1pp | 561.29%-538.7pp |
| Employer contribution / active EE | $399 | $5,313-92.5% | $4,672-91.5% | $4,660-91.4% |
| Participant deferral / active EE | $2,500 | $6,462-61.3% | $5,626-55.6% | $6,688-62.6% |
| Admin fee / account holder | $715 | $19,313-96.3% | $15,912-95.5% | $13,397-94.7% |