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 | $16,118 | $49,227-67.3% | $70,449-77.1% | $79,858-79.8% |
| Participation rate | 70.4% | 69.2%+1.2pp | 75.1%-4.7pp | 69.6%+0.7pp |
| Annual return | 16.99% | 30.06%-13.1pp | 109.03%-92.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $290 | $2,099-86.2% | $2,737-89.4% | $2,471-88.3% |
| Participant deferral / active EE | $1,442 | $2,768-47.9% | $3,709-61.1% | $3,740-61.5% |
| Admin fee / account holder | $1,198 | $2,878-58.4% | $3,845-68.8% | $5,306-77.4% |