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 | $28,142 | $85,202-67.0% | $172,739-83.7% | $72,985-61.4% |
| Participation rate | 71.3% | 70.1%+1.2pp | 82.6%-11.4pp | 69.5%+1.8pp |
| Annual return | 23.87% | 27.32%-3.5pp | 802.84%-779.0pp | 81.00%-57.1pp |
| Employer contribution / active EE | $213 | $3,324-93.6% | $5,143-95.9% | $2,440-91.3% |
| Participant deferral / active EE | $1,670 | $3,260-48.8% | $5,198-67.9% | $3,607-53.7% |
| Admin fee / account holder | $1,316 | $5,884-77.6% | $13,954-90.6% | $5,124-74.3% |