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 | $34,752 | $127,386-72.7% | $115,037-69.8% | $125,391-72.3% |
| Participation rate | 84.6% | 84.2%+0.5pp | 81.4%+3.2pp | 83.2%+1.4pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $833 | $5,166-83.9% | $4,608-81.9% | $4,866-82.9% |
| Participant deferral / active EE | $2,470 | $6,423-61.5% | $6,026-59.0% | $5,352-53.8% |
| Admin fee / account holder | $1,056 | $9,516-88.9% | $8,175-87.1% | $9,540-88.9% |