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 | $37,010 | $98,750-62.5% | $149,696-75.3% | $79,858-53.7% |
| Participation rate | 76.6% | 75.8%+0.8pp | 82.5%-5.9pp | 69.6%+7.0pp |
| Annual return | 15.66% | 27.43%-11.8pp | 276.60%-260.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $309 | $3,216-90.4% | $4,644-93.3% | $2,471-87.5% |
| Participant deferral / active EE | $3,221 | $5,680-43.3% | $6,842-52.9% | $3,740-13.9% |
| Admin fee / account holder | $2,966 | $6,053-51.0% | $9,309-68.1% | $5,306-44.1% |