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 | $49,106 | $117,841-58.3% | $102,423-52.1% | $145,922-66.3% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 9.90% | 31.65%-21.7pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $759 | $3,615-79.0% | $3,023-74.9% | $4,660-83.7% |
| Participant deferral / active EE | $2,044 | $5,731-64.3% | $5,053-59.5% | $6,688-69.4% |
| Admin fee / account holder | $4,085 | $13,326-69.3% | $9,451-56.8% | $13,397-69.5% |