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 | $112,772 | $92,703+21.6% | $82,719+36.3% | $134,475-16.1% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.0pp | 81.2%-10.6pp |
| Annual return | -13.55% | 944.92%-958.5pp | 701.18%-714.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,391 | $4,802+95.6% | $4,395+113.7% | $6,400+46.7% |
| Admin fee / account holder | $38,094 | $5,983+536.8% | $5,329+614.9% | $11,426+233.4% |