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 | $72,875 | $65,703+10.9% | $94,224-22.7% | $59,632+22.2% |
| Participation rate | 94.7% | 72.1%+22.6pp | 78.8%+16.0pp | 68.7%+26.1pp |
| Annual return | -1.11% | 5.22%-6.3pp | 10.68%-11.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,586 | $3,143+45.9% | $4,320+6.1% | $3,192+43.7% |
| Admin fee / account holder | $12,174 | $4,264+185.5% | $6,269+94.2% | $4,297+183.3% |