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 | $37,658 | $79,449-52.6% | $189,557-80.1% | $85,850-56.1% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 14.68% | 18.45%-3.8pp | 64.17%-49.5pp | 318.53%-303.9pp |
| Employer contribution / active EE | $390 | $2,081-81.3% | $4,412-91.2% | $2,565-84.8% |
| Participant deferral / active EE | $3,901 | $4,051-3.7% | $6,174-36.8% | $3,952-1.3% |
| Admin fee / account holder | $2,275 | $5,377-57.7% | $9,807-76.8% | $6,260-63.7% |