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 | $123,000 | $67,606+81.9% | $82,313+49.4% | $70,131+75.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.79% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $298 | $1,755-83.0% | $2,428-87.7% | $2,342-87.3% |
| Participant deferral / active EE | $2,977 | $2,987-0.3% | $3,706-19.7% | $3,332-10.7% |
| Admin fee / account holder | $2,452 | $4,512-45.7% | $5,608-56.3% | $4,645-47.2% |