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 | $79,720 | $72,177+10.5% | $115,037-30.7% | $59,632+33.7% |
| Participation rate | 95.3% | 72.6%+22.8pp | 81.4%+13.9pp | 68.7%+26.6pp |
| Annual return | 0.72% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $108 | $2,841-96.2% | $4,608-97.7% | $2,203-95.1% |
| Participant deferral / active EE | $3,903 | $4,783-18.4% | $6,026-35.2% | $3,192+22.3% |
| Admin fee / account holder | $10,179 | $4,927+106.6% | $8,175+24.5% | $4,297+136.9% |