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 | $93,294 | $133,958-30.4% | $112,228-16.9% | $134,475-30.6% |
| Participation rate | 77.3% | 78.6%-1.3pp | 75.1%+2.2pp | 81.2%-3.9pp |
| Annual return | 0.20% | 47.11%-46.9pp | 27.45%-27.2pp | 417.96%-417.8pp |
| Employer contribution / active EE | $550 | $4,038-86.4% | $3,635-84.9% | $4,740-88.4% |
| Participant deferral / active EE | $3,249 | $5,291-38.6% | $4,728-31.3% | $6,400-49.2% |
| Admin fee / account holder | $531 | $7,489-92.9% | $6,410-91.7% | $11,426-95.4% |