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 | $168,812 | $72,177+133.9% | $115,037+46.7% | $59,632+183.1% |
| Participation rate | 97.2% | 72.6%+24.7pp | 81.4%+15.9pp | 68.7%+28.6pp |
| Annual return | 0.42% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,179 | $4,783+91.9% | $6,026+52.3% | $3,192+187.6% |
| Admin fee / account holder | $3,459 | $4,927-29.8% | $8,175-57.7% | $4,297-19.5% |