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 | $170,539 | $95,862+77.9% | $79,550+114.4% | $134,475+26.8% |
| Participation rate | 87.0% | 75.0%+11.9pp | 69.5%+17.5pp | 81.2%+5.7pp |
| Annual return | -14.35% | -2.69%-11.7pp | 0.16%-14.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,876 | $4,693-38.7% | $3,985-27.8% | $6,400-55.1% |
| Admin fee / account holder | $2,023 | $9,126-77.8% | $6,832-70.4% | $11,426-82.3% |