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 | $25,635 | $63,710-59.8% | $227,127-88.7% | $63,710-59.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 79.4%+20.6pp | 75.2%+24.8pp |
| Annual return | 0.27% | 3.90%-3.6pp | -0.24%+0.5pp | 3.90%-3.6pp |
| Employer contribution / active EE | $1,056 | $6,662-84.1% | $28,293-96.3% | $6,662-84.1% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $32-100.0% | $2,030-100.0% |
| Admin fee / account holder | $3,834 | $2,967+29.2% | $2,482+54.5% | $2,967+29.2% |