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 | $32,611 | $45,035-27.6% | $62,995-48.2% | $70,131-53.5% |
| Participation rate | 71.9% | 69.5%+2.4pp | 74.8%-2.9pp | 69.5%+2.4pp |
| Annual return | 11.68% | 18.76%-7.1pp | 87.57%-75.9pp | 73.14%-61.5pp |
| Employer contribution / active EE | $323 | $2,051-84.2% | $2,759-88.3% | $2,342-86.2% |
| Participant deferral / active EE | $2,439 | $2,465-1.0% | $3,329-26.7% | $3,332-26.8% |
| Admin fee / account holder | $808 | $2,834-71.5% | $3,600-77.6% | $4,645-82.6% |