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 4-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 | $16,090 | $104,974-84.7% | $95,585-83.2% | $142,382-88.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 20.07% | 210.33%-190.3pp | 38.56%-18.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $231 | $2,779-91.7% | $2,527-90.9% | $4,299-94.6% |
| Participant deferral / active EE | $7,602 | $4,352+74.7% | $4,023+89.0% | $6,507+16.8% |
| Admin fee / account holder | $2,151 | $6,386-66.3% | $6,127-64.9% | $12,624-83.0% |