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 | $74,720 | $65,703+13.7% | $94,224-20.7% | $59,632+25.3% |
| Participation rate | 89.7% | 72.1%+17.5pp | 78.8%+10.9pp | 68.7%+21.0pp |
| Annual return | -2.36% | 5.22%-7.6pp | 10.68%-13.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,683 | $3,143+17.2% | $4,320-14.7% | $3,192+15.4% |
| Admin fee / account holder | $5,994 | $4,264+40.6% | $6,269-4.4% | $4,297+39.5% |