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 | $44,547 | $115,882-61.6% | $100,516-55.7% | $158,922-72.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.92% | 34.79%-22.9pp | 30.89%-19.0pp | 302.83%-290.9pp |
| Employer contribution / active EE | $200 | $4,103-95.1% | $3,418-94.1% | $4,761-95.8% |
| Participant deferral / active EE | $3,025 | $6,674-54.7% | $6,270-51.7% | $5,982-49.4% |
| Admin fee / account holder | $31,998 | $10,995+191.0% | $8,081+296.0% | $11,246+184.5% |