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 3-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 | $11,215 | $117,983-90.5% | $101,794-89.0% | $142,382-92.1% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.2%+15.8pp | 80.1%+4.9pp |
| Annual return | 16.17% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $450 | $2,773-83.8% | $2,289-80.3% | $4,299-89.5% |
| Participant deferral / active EE | $2,974 | $4,714-36.9% | $4,084-27.2% | $6,507-54.3% |
| Admin fee / account holder | $2,292 | $10,433-78.0% | $8,777-73.9% | $12,624-81.8% |