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 | $83,888 | $102,317-18.0% | $146,958-42.9% | $80,856+3.7% |
| Participation rate | 87.9% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 12.94% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,191 | $6,644-36.9% | $8,070-48.1% | $4,296-2.4% |
| Admin fee / account holder | $34,306 | $7,941+332.0% | $12,998+163.9% | $6,918+395.9% |