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 | $51,662 | $98,750-47.7% | $149,696-65.5% | $79,858-35.3% |
| Participation rate | 76.9% | 75.8%+1.2pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 15.86% | 27.43%-11.6pp | 276.60%-260.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $400 | $3,216-87.6% | $4,644-91.4% | $2,471-83.8% |
| Participant deferral / active EE | $3,133 | $5,680-44.8% | $6,842-54.2% | $3,740-16.2% |
| Admin fee / account holder | $1,095 | $6,053-81.9% | $9,309-88.2% | $5,306-79.4% |