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 | $28,196 | $91,190-69.1% | $178,490-84.2% | $79,858-64.7% |
| Participation rate | 76.4% | 69.2%+7.2pp | 81.9%-5.5pp | 69.6%+6.8pp |
| Annual return | 20.59% | 24.19%-3.6pp | 151.07%-130.5pp | 31.71%-11.1pp |
| Employer contribution / active EE | $297 | $3,256-90.9% | $5,011-94.1% | $2,471-88.0% |
| Participant deferral / active EE | $2,415 | $3,236-25.4% | $5,202-53.6% | $3,740-35.4% |
| Admin fee / account holder | $1,446 | $6,751-78.6% | $13,984-89.7% | $5,306-72.7% |