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 5-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 | $36,182 | $82,630-56.2% | $64,105-43.6% | $125,391-71.1% |
| Participation rate | 84.6% | 75.9%+8.8pp | 68.2%+16.4pp | 83.2%+1.4pp |
| Annual return | -2.39% | 1489.72%-1492.1pp | 791.24%-793.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,763 | $3,608-51.2% | $2,822-37.5% | $5,352-67.1% |
| Admin fee / account holder | $20,228 | $6,382+217.0% | $4,499+349.6% | $9,540+112.0% |