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 5-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 | $15,619 | $111,535-86.0% | $105,223-85.2% | $137,256-88.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.71% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $588 | $3,939-85.1% | $3,689-84.0% | $4,156-85.8% |
| Participant deferral / active EE | $8,036 | $5,500+46.1% | $5,072+58.5% | $6,407+25.4% |
| Admin fee / account holder | $534 | $9,721-94.5% | $8,859-94.0% | $12,270-95.6% |