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 | $20,089 | $37,426-46.3% | $77,482-74.1% | $79,858-74.8% |
| Participation rate | 89.5% | 41.5%+48.0pp | 54.2%+35.3pp | 69.6%+19.8pp |
| Annual return | 16.53% | 39.70%-23.2pp | 54.79%-38.3pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $722 | $1,260-42.7% | $1,861-61.2% | $3,740-80.7% |
| Admin fee / account holder | $2,731 | $2,504+9.1% | $2,858-4.4% | $5,306-48.5% |