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 | $16,171 | $91,037-82.2% | $71,671-77.4% | $147,584-89.0% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 10.74% | 20.48%-9.7pp | 20.65%-9.9pp | 578.55%-567.8pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,869 | $4,498+52.7% | $3,438+99.8% | $5,439+26.3% |
| Admin fee / account holder | $330 | $8,613-96.2% | $5,558-94.1% | $10,885-97.0% |