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 | $21,966 | $92,703-76.3% | $82,719-73.4% | $134,475-83.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.08% | 944.92%-958.0pp | 701.18%-714.3pp | 417.96%-431.0pp |
| Employer contribution / active EE | $87 | $3,274-97.3% | $3,009-97.1% | $4,740-98.2% |
| Participant deferral / active EE | $3,349 | $4,802-30.3% | $4,395-23.8% | $6,400-47.7% |
| Admin fee / account holder | $17,038 | $5,983+184.8% | $5,329+219.7% | $11,426+49.1% |