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 4-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 | $242,267 | $138,044+75.5% | $125,339+93.3% | $134,475+80.2% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -8.80% | 750.33%-759.1pp | 572.05%-580.8pp | 417.96%-426.8pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,251 | $7,799+31.4% | $7,446+37.7% | $6,400+60.2% |
| Admin fee / account holder | $118,614 | $11,571+925.1% | $10,010+1085.0% | $11,426+938.1% |