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 | $52,248 | $78,422-33.4% | $95,952-45.5% | $79,858-34.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.46% | 19.37%-2.9pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $364 | $1,945-81.3% | $2,541-85.7% | $2,471-85.3% |
| Participant deferral / active EE | $2,565 | $3,440-25.4% | $4,167-38.5% | $3,740-31.4% |
| Admin fee / account holder | $14,634 | $5,622+160.3% | $6,795+115.4% | $5,306+175.8% |