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 | $94,918 | $82,032+15.7% | $123,104-22.9% | $59,632+59.2% |
| Participation rate | 93.9% | 83.2%+10.7pp | 86.8%+7.2pp | 68.7%+25.3pp |
| Annual return | 0.11% | 5.12%-5.0pp | 13.22%-13.1pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $828 | $3,297-74.9% | $5,151-83.9% | $2,203-62.4% |
| Participant deferral / active EE | $3,142 | $4,667-32.7% | $6,230-49.6% | $3,192-1.5% |
| Admin fee / account holder | $28,149 | $5,881+378.7% | $9,015+212.3% | $4,297+555.1% |