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 | $23,641 | $77,813-69.6% | $123,544-80.9% | $64,186-63.2% |
| Participation rate | 72.7% | 74.7%-2.0pp | 82.3%-9.6pp | 69.6%+3.2pp |
| Annual return | -7.47% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $384 | $3,014-87.3% | $4,628-91.7% | $2,381-83.9% |
| Participant deferral / active EE | $2,270 | $5,240-56.7% | $6,426-64.7% | $3,470-34.6% |
| Admin fee / account holder | $559 | $5,519-89.9% | $9,284-94.0% | $4,888-88.6% |