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 | $97,329 | $82,032+18.6% | $123,104-20.9% | $59,632+63.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.46% | 5.12%-3.7pp | 13.22%-11.8pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $935 | $3,297-71.6% | $5,151-81.9% | $2,203-57.6% |
| Participant deferral / active EE | $3,704 | $4,667-20.6% | $6,230-40.5% | $3,192+16.1% |
| Admin fee / account holder | $3,595 | $5,881-38.9% | $9,015-60.1% | $4,297-16.3% |