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 | $45,472 | $78,705-42.2% | $117,854-61.4% | $70,131-35.2% |
| Participation rate | 70.7% | 73.2%-2.5pp | 79.7%-9.0pp | 69.5%+1.1pp |
| Annual return | 14.76% | 23.30%-8.5pp | 335.08%-320.3pp | 73.14%-58.4pp |
| Employer contribution / active EE | $451 | $2,223-79.7% | $3,786-88.1% | $2,342-80.7% |
| Participant deferral / active EE | $1,992 | $3,297-39.6% | $4,482-55.6% | $3,332-40.2% |
| Admin fee / account holder | $377 | $5,065-92.6% | $8,020-95.3% | $4,645-91.9% |