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 | $42,392 | $70,669-40.0% | $169,368-75.0% | $75,163-43.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 18.03% | 36.36%-18.3pp | 405.60%-387.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $422 | $2,211-80.9% | $4,013-89.5% | $2,670-84.2% |
| Participant deferral / active EE | $4,224 | $4,311-2.0% | $6,221-32.1% | $4,125+2.4% |
| Admin fee / account holder | $4,558 | $5,402-15.6% | $9,003-49.4% | $5,651-19.3% |