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 | $33,962 | $27,641+22.9% | $61,373-44.7% | $68,494-50.4% |
| Participation rate | 74.2% | 39.5%+34.7pp | 52.6%+21.6pp | 67.9%+6.3pp |
| Annual return | -16.13% | -13.24%-2.9pp | 338.61%-354.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,164 | $1,263+150.5% | $2,125+48.9% | $4,027-21.4% |
| Admin fee / account holder | $19,665 | $2,010+878.4% | $2,130+823.4% | $5,403+264.0% |