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 | $24,737 | $88,594-72.1% | $70,092-64.7% | $134,475-81.6% |
| Participation rate | 72.2% | 74.9%-2.7pp | 70.5%+1.7pp | 81.2%-9.0pp |
| Annual return | -17.81% | 442.67%-460.5pp | 190.73%-208.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $92 | $3,233-97.2% | $2,559-96.4% | $4,740-98.1% |
| Participant deferral / active EE | $1,829 | $4,772-61.7% | $3,849-52.5% | $6,400-71.4% |
| Admin fee / account holder | $1,830 | $10,441-82.5% | $6,267-70.8% | $11,426-84.0% |