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 | $53,008 | $98,240-46.0% | $82,313-35.6% | $147,584-64.1% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 12.59% | 30.85%-18.3pp | 25.88%-13.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $411 | $3,192-87.1% | $2,428-83.1% | $4,876-91.6% |
| Participant deferral / active EE | $1,426 | $4,383-67.5% | $3,706-61.5% | $5,439-73.8% |
| Admin fee / account holder | $9,659 | $8,563+12.8% | $5,608+72.2% | $10,885-11.3% |