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 | $155,059 | $65,703+136.0% | $94,224+64.6% | $59,632+160.0% |
| Participation rate | 83.0% | 72.1%+10.9pp | 78.8%+4.2pp | 68.7%+14.3pp |
| Annual return | 0.91% | 5.22%-4.3pp | 10.68%-9.8pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,054 | $3,143+60.8% | $4,320+17.0% | $3,192+58.4% |
| Admin fee / account holder | $13,594 | $4,264+218.8% | $6,269+116.8% | $4,297+216.4% |