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 | $30,272 | $76,312-60.3% | $67,221-55.0% | $158,922-81.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.40% | 22.77%-11.4pp | 20.72%-9.3pp | 302.83%-291.4pp |
| Employer contribution / active EE | $834 | $4,476-81.4% | $3,723-77.6% | $4,761-82.5% |
| Participant deferral / active EE | $1,763 | $5,264-66.5% | $4,384-59.8% | $5,982-70.5% |
| Admin fee / account holder | $365 | $8,005-95.4% | $5,844-93.7% | $11,246-96.8% |