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 9-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 | $44,419 | $82,032-45.9% | $123,104-63.9% | $59,632-25.5% |
| Participation rate | 98.9% | 83.2%+15.7pp | 86.8%+12.1pp | 68.7%+30.2pp |
| Annual return | 0.14% | 5.12%-5.0pp | 13.22%-13.1pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,116 | $4,667-33.2% | $6,230-50.0% | $3,192-2.4% |
| Admin fee / account holder | $3,073 | $5,881-47.7% | $9,015-65.9% | $4,297-28.5% |