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 9-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 | $56,515 | $48,274+17.1% | $63,517-11.0% | $59,632-5.2% |
| Participation rate | 90.2% | 66.3%+23.8pp | 71.0%+19.1pp | 68.7%+21.5pp |
| Annual return | -0.44% | -240.79%+240.3pp | -70.30%+69.9pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,631 | $2,343-30.4% | $2,953-44.8% | $3,192-48.9% |
| Admin fee / account holder | $3,146 | $3,600-12.6% | $5,892-46.6% | $4,297-26.8% |