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 | $29,474 | $92,703-68.2% | $82,719-64.4% | $134,475-78.1% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | -13.85% | 944.92%-958.8pp | 701.18%-715.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,198 | $4,802-12.6% | $4,395-4.5% | $6,400-34.4% |
| Admin fee / account holder | $698 | $5,983-88.3% | $5,329-86.9% | $11,426-93.9% |