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 | $64,051 | $82,032-21.9% | $123,104-48.0% | $59,632+7.4% |
| Participation rate | 95.6% | 83.2%+12.4pp | 86.8%+8.8pp | 68.7%+26.9pp |
| Annual return | -0.91% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,330 | $4,667+14.2% | $6,230-14.4% | $3,192+67.0% |
| Admin fee / account holder | $10,469 | $5,881+78.0% | $9,015+16.1% | $4,297+143.6% |