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 | $99,826 | $82,032+21.7% | $123,104-18.9% | $59,632+67.4% |
| Participation rate | 82.1% | 83.2%-1.2pp | 86.8%-4.7pp | 68.7%+13.4pp |
| Annual return | 4.69% | 5.12%-0.4pp | 13.22%-8.5pp | 2041.28%-2036.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $12,523 | $4,667+168.3% | $6,230+101.0% | $3,192+292.4% |
| Admin fee / account holder | $1,197 | $5,881-79.7% | $9,015-86.7% | $4,297-72.2% |