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 9-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 | $24,827 | $81,258-69.4% | $105,218-76.4% | $59,632-58.4% |
| Participation rate | 88.3% | 75.4%+12.9pp | 77.2%+11.1pp | 68.7%+19.7pp |
| Annual return | 2.09% | 1.96%+0.1pp | 5.33%-3.2pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,255-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,814 | $3,881-27.5% | $4,867-42.2% | $3,192-11.8% |
| Admin fee / account holder | $1,462 | $5,841-75.0% | $6,992-79.1% | $4,297-66.0% |