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 | $39,928 | $105,859-62.3% | $90,160-55.7% | $147,584-72.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.50% | 37.63%-22.1pp | 34.88%-19.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $428 | $4,126-89.6% | $3,318-87.1% | $4,876-91.2% |
| Participant deferral / active EE | $5,994 | $5,733+4.5% | $5,288+13.4% | $5,439+10.2% |
| Admin fee / account holder | $10,056 | $8,046+25.0% | $5,943+69.2% | $10,885-7.6% |