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 | $70,442 | $45,566+54.6% | $64,105+9.9% | $59,632+18.1% |
| Participation rate | 77.6% | 60.2%+17.4pp | 68.2%+9.4pp | 68.7%+8.9pp |
| Annual return | -0.50% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,470 | $2,057-28.5% | $2,822-47.9% | $3,192-53.9% |
| Admin fee / account holder | $2,751 | $3,268-15.8% | $4,499-38.9% | $4,297-36.0% |