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 | $167,755 | $72,177+132.4% | $115,037+45.8% | $59,632+181.3% |
| Participation rate | 84.4% | 72.6%+11.9pp | 81.4%+3.1pp | 68.7%+15.8pp |
| Annual return | 1.62% | 12.02%-10.4pp | 26.14%-24.5pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $311 | $2,841-89.1% | $4,608-93.2% | $2,203-85.9% |
| Participant deferral / active EE | $7,371 | $4,783+54.1% | $6,026+22.3% | $3,192+131.0% |
| Admin fee / account holder | $18,985 | $4,927+285.3% | $8,175+132.2% | $4,297+341.8% |