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 | $67,542 | $197,591-65.8% | $177,821-62.0% | $158,922-57.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.33% | 58.76%-48.4pp | 48.32%-38.0pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,136 | $6,697-83.0% | $5,918-80.8% | $4,761-76.1% |
| Participant deferral / active EE | $4,625 | $8,405-45.0% | $7,714-40.0% | $5,982-22.7% |
| Admin fee / account holder | $1,346 | $15,399-91.3% | $12,427-89.2% | $11,246-88.0% |