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 | $25,038 | $99,918-74.9% | $81,382-69.2% | $145,922-82.8% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.5%+2.7pp | 80.3%-8.1pp |
| Annual return | 16.83% | 34.32%-17.5pp | 24.73%-7.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $110 | $2,978-96.3% | $2,463-95.5% | $4,660-97.6% |
| Participant deferral / active EE | $2,199 | $4,605-52.2% | $3,883-43.4% | $6,688-67.1% |
| Admin fee / account holder | $4,505 | $8,212-45.1% | $5,768-21.9% | $13,397-66.4% |