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 | $58,776 | $149,734-60.7% | $118,925-50.6% | $158,922-63.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.63% | 19.95%-11.3pp | 35.88%-27.3pp | 302.83%-294.2pp |
| Employer contribution / active EE | $256 | $4,115-93.8% | $3,263-92.1% | $4,761-94.6% |
| Participant deferral / active EE | $2,562 | $5,223-51.0% | $4,265-39.9% | $5,982-57.2% |
| Admin fee / account holder | $32,313 | $8,603+275.6% | $6,581+391.0% | $11,246+187.3% |