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 | $43,183 | $94,529-54.3% | $140,016-69.2% | $64,186-32.7% |
| Participation rate | 81.3% | 84.1%-2.8pp | 87.5%-6.2pp | 69.6%+11.8pp |
| Annual return | -0.94% | 7.77%-8.7pp | 651.12%-652.1pp | 7.63%-8.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,440 | $5,250-34.5% | $6,927-50.3% | $3,470-0.8% |
| Admin fee / account holder | $8,697 | $6,741+29.0% | $10,705-18.8% | $4,888+77.9% |