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 3-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 | $20,699 | $45,152-54.2% | $73,843-72.0% | $59,632-65.3% |
| Participation rate | 70.4% | 64.0%+6.3pp | 73.4%-3.1pp | 68.7%+1.7pp |
| Annual return | -0.18% | 27.40%-27.6pp | 2267.84%-2268.0pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $922 | $2,574-64.2% | $3,583-74.3% | $3,192-71.1% |
| Admin fee / account holder | $5,110 | $3,516+45.3% | $4,880+4.7% | $4,297+18.9% |