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 | $126,556 | $48,274+162.2% | $63,517+99.2% | $59,632+112.2% |
| Participation rate | 96.7% | 66.3%+30.3pp | 71.0%+25.6pp | 68.7%+28.0pp |
| Annual return | -0.97% | -240.79%+239.8pp | -70.30%+69.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,208 | $2,343+36.9% | $2,953+8.6% | $3,192+0.5% |
| Admin fee / account holder | $7,277 | $3,600+102.2% | $5,892+23.5% | $4,297+69.4% |