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 | $16,200 | $46,553-65.2% | $64,056-74.7% | $75,163-78.4% |
| Participation rate | 87.2% | 65.9%+21.3pp | 72.3%+14.9pp | 67.2%+20.0pp |
| Annual return | 19.68% | 26.03%-6.4pp | 33.69%-14.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $289 | $1,974-85.3% | $2,747-89.5% | $2,670-89.2% |
| Participant deferral / active EE | $1,155 | $2,837-59.3% | $3,880-70.2% | $4,125-72.0% |
| Admin fee / account holder | $4,054 | $2,952+37.3% | $3,068+32.1% | $5,651-28.3% |