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 | $38,330 | $127,386-69.9% | $115,037-66.7% | $125,391-69.4% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | 1.00% | 31.28%-30.3pp | 26.14%-25.1pp | 282.22%-281.2pp |
| Employer contribution / active EE | $722 | $5,166-86.0% | $4,608-84.3% | $4,866-85.2% |
| Participant deferral / active EE | $2,131 | $6,423-66.8% | $6,026-64.6% | $5,352-60.2% |
| Admin fee / account holder | $11,081 | $9,516+16.4% | $8,175+35.5% | $9,540+16.1% |