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 | $34,982 | $45,566-23.2% | $64,105-45.4% | $59,632-41.3% |
| Participation rate | 72.4% | 60.2%+12.2pp | 68.2%+4.2pp | 68.7%+3.7pp |
| Annual return | 0.62% | 4.95%-4.3pp | 791.24%-790.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $37 | $934-96.1% | $1,820-98.0% | $2,203-98.3% |
| Participant deferral / active EE | $1,429 | $2,057-30.5% | $2,822-49.3% | $3,192-55.2% |
| Admin fee / account holder | $4,734 | $3,268+44.9% | $4,499+5.2% | $4,297+10.2% |