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 | $12,981 | $49,227-73.6% | $70,449-81.6% | $79,858-83.7% |
| Participation rate | 87.0% | 69.2%+17.8pp | 75.1%+11.9pp | 69.6%+17.3pp |
| Annual return | 24.71% | 30.06%-5.3pp | 109.03%-84.3pp | 31.71%-7.0pp |
| Employer contribution / active EE | $230 | $2,099-89.0% | $2,737-91.6% | $2,471-90.7% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,237 | $2,878-22.3% | $3,845-41.8% | $5,306-57.8% |