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 | $30,107 | $127,777-76.4% | $106,548-71.7% | $167,490-82.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 17.58% | 33.87%-16.3pp | 26.80%-9.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $406 | $3,427-88.2% | $2,819-85.6% | $4,837-91.6% |
| Participant deferral / active EE | $1,638 | $5,087-67.8% | $4,398-62.8% | $6,341-74.2% |
| Admin fee / account holder | $711 | $11,228-93.7% | $7,407-90.4% | $12,309-94.2% |