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 | $60,360 | $54,380+11.0% | $68,509-11.9% | $59,632+1.2% |
| Participation rate | 94.2% | 70.2%+24.0pp | 74.7%+19.5pp | 68.7%+25.5pp |
| Annual return | -0.27% | 2.83%-3.1pp | 8.27%-8.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,449 | $2,643+30.5% | $3,382+2.0% | $3,192+8.1% |
| Admin fee / account holder | $15,189 | $3,885+290.9% | $5,275+188.0% | $4,297+253.5% |