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 | $36,406 | $82,032-55.6% | $123,104-70.4% | $59,632-38.9% |
| Participation rate | 84.6% | 83.2%+1.4pp | 86.8%-2.2pp | 68.7%+15.9pp |
| Annual return | -0.26% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $777 | $3,297-76.4% | $5,151-84.9% | $2,203-64.7% |
| Participant deferral / active EE | $2,421 | $4,667-48.1% | $6,230-61.1% | $3,192-24.2% |
| Admin fee / account holder | $23,622 | $5,881+301.7% | $9,015+162.0% | $4,297+449.7% |