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 | $56,344 | $82,630-31.8% | $64,105-12.1% | $125,391-55.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.50% | 1489.72%-1490.2pp | 791.24%-791.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $214 | $2,671-92.0% | $1,820-88.3% | $4,866-95.6% |
| Participant deferral / active EE | $3,831 | $3,608+6.2% | $2,822+35.8% | $5,352-28.4% |
| Admin fee / account holder | $22,888 | $6,382+258.6% | $4,499+408.7% | $9,540+139.9% |