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 | $29,025 | $63,299-54.1% | $91,001-68.1% | $62,292-53.4% |
| Participation rate | 83.2% | 73.3%+9.9pp | 75.6%+7.6pp | 69.5%+13.7pp |
| Annual return | 18.29% | 20.99%-2.7pp | 4.60%+13.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $367 | $1,807-79.7% | $2,456-85.1% | $2,042-82.0% |
| Participant deferral / active EE | $2,663 | $2,943-9.5% | $3,547-24.9% | $3,169-16.0% |
| Admin fee / account holder | $920 | $468+96.6% | $5,417-83.0% | $479+91.8% |