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 | $44,682 | $111,724-60.0% | $93,606-52.3% | $145,922-69.4% |
| Participation rate | 72.2% | 74.2%-2.0pp | 68.7%+3.5pp | 80.3%-8.1pp |
| Annual return | 10.30% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $72 | $3,090-97.7% | $2,420-97.0% | $4,660-98.4% |
| Participant deferral / active EE | $1,808 | $4,912-63.2% | $4,411-59.0% | $6,688-73.0% |
| Admin fee / account holder | $12,900 | $10,250+25.9% | $8,285+55.7% | $13,397-3.7% |