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 | $90,559 | $65,703+37.8% | $94,224-3.9% | $59,632+51.9% |
| Participation rate | 83.6% | 72.1%+11.5pp | 78.8%+4.9pp | 68.7%+15.0pp |
| Annual return | -0.91% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,328 | $3,143+37.7% | $4,320+0.2% | $3,192+35.6% |
| Admin fee / account holder | $9,524 | $4,264+123.4% | $6,269+51.9% | $4,297+121.7% |