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 | $75,752 | $52,519+44.2% | $155,790-51.4% | $59,632+27.0% |
| Participation rate | 79.2% | 61.7%+17.5pp | 76.1%+3.1pp | 68.7%+10.5pp |
| Annual return | 0.49% | 53.51%-53.0pp | 71.54%-71.0pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,342 | $3,084+8.3% | $4,797-30.3% | $3,192+4.7% |
| Admin fee / account holder | $4,363 | $3,540+23.3% | $7,478-41.7% | $4,297+1.5% |