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 | $65,871 | $183,519-64.1% | $155,509-57.6% | $145,922-54.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.24% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.1pp |
| Employer contribution / active EE | $522 | $5,313-90.2% | $4,672-88.8% | $4,660-88.8% |
| Participant deferral / active EE | $2,840 | $6,462-56.1% | $5,626-49.5% | $6,688-57.5% |
| Admin fee / account holder | $1,990 | $19,313-89.7% | $15,912-87.5% | $13,397-85.1% |