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 | $53,780 | $75,828-29.1% | $147,614-63.6% | $59,632-9.8% |
| Participation rate | 70.5% | 71.6%-1.1pp | 84.6%-14.2pp | 68.7%+1.8pp |
| Annual return | 1.72% | 0.37%+1.3pp | 61.98%-60.3pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $280 | $3,485-92.0% | $5,564-95.0% | $2,203-87.3% |
| Participant deferral / active EE | $2,802 | $3,130-10.5% | $4,895-42.8% | $3,192-12.2% |
| Admin fee / account holder | $1,315 | $5,985-78.0% | $11,611-88.7% | $4,297-69.4% |