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 | $25,141 | $76,000-66.9% | $154,107-83.7% | $64,186-60.8% |
| Participation rate | 90.9% | 70.4%+20.5pp | 83.0%+7.9pp | 69.6%+21.3pp |
| Annual return | -5.09% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $364 | $3,351-89.1% | $5,298-93.1% | $2,381-84.7% |
| Participant deferral / active EE | $1,114 | $3,175-64.9% | $5,081-78.1% | $3,470-67.9% |
| Admin fee / account holder | $763 | $5,596-86.4% | $13,411-94.3% | $4,888-84.4% |