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 | $25,297 | $78,694-67.9% | $67,652-62.6% | $125,391-79.8% |
| Participation rate | 82.4% | 78.8%+3.5pp | 75.7%+6.7pp | 83.2%-0.8pp |
| Annual return | -1.12% | 9.46%-10.6pp | 6625.04%-6626.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,303 | $4,292-69.7% | $3,560-63.4% | $5,352-75.7% |
| Admin fee / account holder | $924 | $7,403-87.5% | $4,821-80.8% | $9,540-90.3% |