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 | $111,460 | $72,177+54.4% | $115,037-3.1% | $59,632+86.9% |
| Participation rate | 84.2% | 72.6%+11.7pp | 81.4%+2.8pp | 68.7%+15.5pp |
| Annual return | 0.38% | 12.02%-11.6pp | 26.14%-25.8pp | 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 | $6,609 | $4,783+38.2% | $6,026+9.7% | $3,192+107.1% |
| Admin fee / account holder | $1,590 | $4,927-67.7% | $8,175-80.5% | $4,297-63.0% |