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 | $63,254 | $72,177-12.4% | $115,037-45.0% | $59,632+6.1% |
| Participation rate | 74.6% | 72.6%+2.1pp | 81.4%-6.7pp | 68.7%+6.0pp |
| Annual return | -1.47% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $198 | $2,841-93.0% | $4,608-95.7% | $2,203-91.0% |
| Participant deferral / active EE | $3,012 | $4,783-37.0% | $6,026-50.0% | $3,192-5.6% |
| Admin fee / account holder | $25,625 | $4,927+420.1% | $8,175+213.5% | $4,297+496.4% |