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 | $42,789 | $52,380-18.3% | $98,755-56.7% | $85,850-50.2% |
| Participation rate | 80.0% | 58.0%+22.0pp | 65.7%+14.3pp | 69.3%+10.7pp |
| Annual return | 25.45% | 25.82%-0.4pp | 49.91%-24.5pp | 318.53%-293.1pp |
| Employer contribution / active EE | $217 | $1,337-83.8% | $2,067-89.5% | $2,565-91.5% |
| Participant deferral / active EE | $2,272 | $2,101+8.1% | $3,035-25.1% | $3,952-42.5% |
| Admin fee / account holder | $4,624 | $3,865+19.6% | $4,076+13.4% | $6,260-26.1% |