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 | $98,782 | $78,694+25.5% | $67,652+46.0% | $125,391-21.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.09% | 9.46%-9.4pp | 6625.04%-6624.9pp | 282.22%-282.1pp |
| Employer contribution / active EE | $306 | $3,044-90.0% | $2,266-86.5% | $4,866-93.7% |
| Participant deferral / active EE | $3,743 | $4,292-12.8% | $3,560+5.1% | $5,352-30.1% |
| Admin fee / account holder | $7,025 | $7,403-5.1% | $4,821+45.7% | $9,540-26.4% |