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 | $36,843 | $180,449-79.6% | $154,107-76.1% | $135,375-72.8% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -1.95% | 888.09%-890.0pp | 735.12%-737.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $565 | $6,035-90.6% | $5,298-89.3% | $4,779-88.2% |
| Participant deferral / active EE | $2,796 | $5,806-51.8% | $5,081-45.0% | $5,609-50.1% |
| Admin fee / account holder | $43,296 | $16,143+168.2% | $13,411+222.8% | $10,827+299.9% |