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 8-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 | $38,249 | $92,703-58.7% | $82,719-53.8% | $134,475-71.6% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | -20.57% | 944.92%-965.5pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $287 | $3,274-91.2% | $3,009-90.5% | $4,740-94.0% |
| Participant deferral / active EE | $2,871 | $4,802-40.2% | $4,395-34.7% | $6,400-55.1% |
| Admin fee / account holder | $1,863 | $5,983-68.9% | $5,329-65.0% | $11,426-83.7% |