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 | $209,155 | $82,032+155.0% | $123,104+69.9% | $59,632+250.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.31% | 5.12%-4.8pp | 13.22%-12.9pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $440 | $3,297-86.7% | $5,151-91.5% | $2,203-80.0% |
| Participant deferral / active EE | $7,759 | $4,667+66.3% | $6,230+24.5% | $3,192+143.1% |
| Admin fee / account holder | $8,677 | $5,881+47.6% | $9,015-3.7% | $4,297+101.9% |