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 | $40,989 | $99,341-58.7% | $84,750-51.6% | $273,961-85.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 982.58% | 22.93%+959.6pp | 22.78%+959.8pp | 41.45%+941.1pp |
| Employer contribution / active EE | $408 | $4,214-90.3% | $3,574-88.6% | $4,869-91.6% |
| Participant deferral / active EE | $4,658 | $4,269+9.1% | $3,712+25.5% | $5,287-11.9% |
| Admin fee / account holder | $376 | $6,644-94.3% | $5,332-93.0% | $10,132-96.3% |