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 | $59,479 | $127,100-53.2% | $105,738-43.7% | $135,375-56.1% |
| Participation rate | 94.1% | 82.7%+11.4pp | 76.3%+17.8pp | 82.6%+11.5pp |
| Annual return | -4.38% | 4.49%-8.9pp | 6.27%-10.7pp | 519.73%-524.1pp |
| Employer contribution / active EE | $585 | $4,107-85.8% | $3,268-82.1% | $4,779-87.8% |
| Participant deferral / active EE | $2,273 | $5,064-55.1% | $4,080-44.3% | $5,609-59.5% |
| Admin fee / account holder | $504 | $9,087-94.4% | $6,913-92.7% | $10,827-95.3% |