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 | $57,028 | $110,257-48.3% | $96,544-40.9% | $139,434-59.1% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 14.63% | 26.32%-11.7pp | 25.84%-11.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $368 | $3,620-89.8% | $2,965-87.6% | $4,751-92.3% |
| Participant deferral / active EE | $2,454 | $5,548-55.8% | $4,851-49.4% | $6,710-63.4% |
| Admin fee / account holder | $494 | $11,591-95.7% | $8,252-94.0% | $11,403-95.7% |