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 | $25,349 | $44,850-43.5% | $60,547-58.1% | $59,632-57.5% |
| Participation rate | 71.8% | 59.5%+12.3pp | 68.0%+3.8pp | 68.7%+3.1pp |
| Annual return | -0.03% | 1074.14%-1074.2pp | 335.64%-335.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $157 | $1,462-89.3% | $2,419-93.5% | $2,203-92.9% |
| Participant deferral / active EE | $1,926 | $2,230-13.6% | $3,328-42.1% | $3,192-39.7% |
| Admin fee / account holder | $3,469 | $3,635-4.6% | $4,536-23.5% | $4,297-19.3% |