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 | $26,100 | $67,331-61.2% | $60,874-57.1% | $134,475-80.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -13.92% | 49.93%-63.8pp | 16.90%-30.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $98 | $3,096-96.8% | $2,701-96.4% | $4,740-97.9% |
| Participant deferral / active EE | $1,195 | $4,538-73.7% | $3,817-68.7% | $6,400-81.3% |
| Admin fee / account holder | $808 | $4,582-82.4% | $3,224-74.9% | $11,426-92.9% |