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 | $70,677 | $52,681+34.2% | $75,781-6.7% | $59,632+18.5% |
| Participation rate | 86.4% | 67.2%+19.1pp | 75.8%+10.5pp | 68.7%+17.7pp |
| Annual return | -1.85% | 2.95%-4.8pp | 9.68%-11.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $316 | $2,193-85.6% | $3,323-90.5% | $2,203-85.6% |
| Participant deferral / active EE | $5,346 | $2,591+106.4% | $3,651+46.4% | $3,192+67.5% |
| Admin fee / account holder | $57,290 | $3,610+1487.1% | $5,299+981.1% | $4,297+1233.3% |