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 | $14,698 | $76,000-80.7% | $154,107-90.5% | $64,186-77.1% |
| Participation rate | 70.4% | 70.4%0pp | 83.0%-12.6pp | 69.6%+0.9pp |
| Annual return | -6.08% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $213 | $3,351-93.6% | $5,298-96.0% | $2,381-91.0% |
| Participant deferral / active EE | $1,571 | $3,175-50.5% | $5,081-69.1% | $3,470-54.7% |
| Admin fee / account holder | $1,641 | $5,596-70.7% | $13,411-87.8% | $4,888-66.4% |