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 | $175,587 | $65,703+167.2% | $94,224+86.3% | $59,632+194.4% |
| Participation rate | 74.1% | 72.1%+2.0pp | 78.8%-4.7pp | 68.7%+5.4pp |
| Annual return | 0.78% | 5.22%-4.4pp | 10.68%-9.9pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,439 | $3,143-22.4% | $4,320-43.6% | $3,192-23.6% |
| Admin fee / account holder | $24,607 | $4,264+477.1% | $6,269+292.5% | $4,297+472.7% |