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 3-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 | $68,054 | $91,538-25.7% | $129,995-47.6% | $75,163-9.5% |
| Participation rate | 97.5% | 71.4%+26.1pp | 78.5%+19.0pp | 67.2%+30.3pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $30 | $2,845-99.0% | $4,320-99.3% | $2,670-98.9% |
| Participant deferral / active EE | $2,387 | $4,341-45.0% | $5,820-59.0% | $4,125-42.1% |
| Admin fee / account holder | $11,365 | $6,790+67.4% | $10,614+7.1% | $5,651+101.1% |