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 | $21,680 | $154,117-85.9% | $129,995-83.3% | $139,434-84.5% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.5%+16.8pp | 80.3%+14.9pp |
| Annual return | 12.04% | 32.48%-20.4pp | -137.18%+149.2pp | 372.94%-360.9pp |
| Employer contribution / active EE | $609 | $5,289-88.5% | $4,320-85.9% | $4,751-87.2% |
| Participant deferral / active EE | $2,754 | $6,710-59.0% | $5,820-52.7% | $6,710-59.0% |
| Admin fee / account holder | $2,293 | $14,007-83.6% | $10,614-78.4% | $11,403-79.9% |