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 | $56,539 | $142,405-60.3% | $115,157-50.9% | $152,861-63.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.32% | 41.48%-23.2pp | 35.60%-17.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $504 | $4,010-87.4% | $3,179-84.2% | $4,762-89.4% |
| Participant deferral / active EE | $1,982 | $5,164-61.6% | $4,168-52.5% | $5,850-66.1% |
| Admin fee / account holder | $13,220 | $8,462+56.2% | $7,088+86.5% | $11,596+14.0% |