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 | $21,694 | $52,884-59.0% | $84,750-74.4% | $55,167-60.7% |
| Participation rate | 73.5% | 67.5%+5.9pp | 76.6%-3.1pp | 69.0%+4.5pp |
| Annual return | 8.45% | 18.03%-9.6pp | 22.78%-14.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $340 | $2,233-84.8% | $3,574-90.5% | $1,963-82.7% |
| Participant deferral / active EE | $2,076 | $2,644-21.5% | $3,712-44.1% | $3,054-32.0% |
| Admin fee / account holder | $770 | $581+32.5% | $5,332-85.6% | $504+52.7% |