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 | $47,775 | $92,703-48.5% | $82,719-42.2% | $134,475-64.5% |
| Participation rate | 73.7% | 75.2%-1.5pp | 72.6%+1.1pp | 81.2%-7.5pp |
| Annual return | -16.59% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,768 | $4,802-63.2% | $4,395-59.8% | $6,400-72.4% |
| Admin fee / account holder | $472 | $5,983-92.1% | $5,329-91.1% | $11,426-95.9% |