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 | $118,427-86.9% | $66,042-76.6% | $142,382-89.1% |
| Participation rate | 94.7% | 68.1%+26.6pp | 67.5%+27.2pp | 80.1%+14.6pp |
| Annual return | 15.37% | 35.57%-20.2pp | 52.11%-36.7pp | 217.08%-201.7pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,679 | $4,311-61.1% | $2,835-40.8% | $6,507-74.2% |
| Admin fee / account holder | $9,650 | $9,593+0.6% | $5,747+67.9% | $12,624-23.6% |