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 | $33,558 | $106,890-68.6% | $84,015-60.1% | $152,861-78.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 27.85% | 104.99%-77.1pp | 71.31%-43.5pp | 345.32%-317.5pp |
| Employer contribution / active EE | $65 | $2,734-97.6% | $1,983-96.7% | $4,762-98.6% |
| Participant deferral / active EE | $2,024 | $4,011-49.5% | $3,239-37.5% | $5,850-65.4% |
| Admin fee / account holder | $575 | $8,285-93.1% | $6,101-90.6% | $11,596-95.0% |