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 | $68,358 | $72,177-5.3% | $115,037-40.6% | $59,632+14.6% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | -1.20% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,562 | $4,783+37.2% | $6,026+8.9% | $3,192+105.6% |
| Admin fee / account holder | $1,288 | $4,927-73.9% | $8,175-84.3% | $4,297-70.0% |