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 | $24,641 | $58,512-57.9% | $84,015-70.7% | $72,985-66.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 23.87% | 28.93%-5.1pp | 71.31%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $6 | $1,163-99.5% | $1,983-99.7% | $2,440-99.8% |
| Participant deferral / active EE | $4,577 | $2,394+91.2% | $3,239+41.3% | $3,607+26.9% |
| Admin fee / account holder | $5,657 | $4,569+23.8% | $6,101-7.3% | $5,124+10.4% |