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 | $15,487 | $116,167-86.7% | $64,489-76.0% | $137,256-88.7% |
| Participation rate | 94.7% | 68.2%+26.6pp | 67.7%+27.0pp | 80.0%+14.8pp |
| Annual return | 15.37% | 36.55%-21.2pp | 55.03%-39.7pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,679 | $4,215-60.2% | $2,778-39.6% | $6,407-73.8% |
| Admin fee / account holder | $9,650 | $6,188+55.9% | $4,260+126.5% | $12,270-21.4% |