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 | $71,417 | $82,630-13.6% | $64,105+11.4% | $125,391-43.0% |
| Participation rate | 88.2% | 75.9%+12.4pp | 68.2%+20.1pp | 83.2%+5.0pp |
| Annual return | 0.41% | 1489.72%-1489.3pp | 791.24%-790.8pp | 282.22%-281.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,693 | $3,608-53.1% | $2,822-40.0% | $5,352-68.4% |
| Admin fee / account holder | $7,712 | $6,382+20.8% | $4,499+71.4% | $9,540-19.2% |