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 | $12,917 | $76,000-83.0% | $154,107-91.6% | $64,186-79.9% |
| Participation rate | 71.4% | 70.4%+1.0pp | 83.0%-11.6pp | 69.6%+1.9pp |
| Annual return | -2.44% | 30.32%-32.8pp | 735.12%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $365 | $3,351-89.1% | $5,298-93.1% | $2,381-84.6% |
| Participant deferral / active EE | $1,338 | $3,175-57.9% | $5,081-73.7% | $3,470-61.4% |
| Admin fee / account holder | $13,982 | $5,596+149.8% | $13,411+4.3% | $4,888+186.0% |