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 | $12,363 | $95,561-87.1% | $77,163-84.0% | $139,434-91.1% |
| Participation rate | 81.3% | 73.9%+7.3pp | 69.6%+11.7pp | 80.3%+0.9pp |
| Annual return | 13.24% | 54.92%-41.7pp | 37.87%-24.6pp | 372.94%-359.7pp |
| Employer contribution / active EE | $186 | $3,147-94.1% | $2,535-92.7% | $4,751-96.1% |
| Participant deferral / active EE | $2,188 | $4,624-52.7% | $3,833-42.9% | $6,710-67.4% |
| Admin fee / account holder | $9,327 | $8,295+12.4% | $5,472+70.4% | $11,403-18.2% |