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 | $48,636 | $82,032-40.7% | $123,104-60.5% | $59,632-18.4% |
| Participation rate | 74.1% | 83.2%-9.1pp | 86.8%-12.7pp | 68.7%+5.4pp |
| Annual return | 1.97% | 5.12%-3.1pp | 13.22%-11.2pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $960 | $3,297-70.9% | $5,151-81.4% | $2,203-56.4% |
| Participant deferral / active EE | $4,358 | $4,667-6.6% | $6,230-30.0% | $3,192+36.5% |
| Admin fee / account holder | $9,452 | $5,881+60.7% | $9,015+4.9% | $4,297+120.0% |