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 | $55,569 | $52,681+5.5% | $75,781-26.7% | $59,632-6.8% |
| Participation rate | 82.2% | 67.2%+15.0pp | 75.8%+6.4pp | 68.7%+13.6pp |
| Annual return | 0.67% | 2.95%-2.3pp | 9.68%-9.0pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $184 | $2,193-91.6% | $3,323-94.5% | $2,203-91.6% |
| Participant deferral / active EE | $3,630 | $2,591+40.1% | $3,651-0.6% | $3,192+13.7% |
| Admin fee / account holder | $3,336 | $3,610-7.6% | $5,299-37.1% | $4,297-22.4% |