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 | $80,985 | $84,695-4.4% | $73,843+9.7% | $125,391-35.4% |
| Participation rate | 72.7% | 76.8%-4.0pp | 73.4%-0.7pp | 83.2%-10.5pp |
| Annual return | -2.36% | 3123.53%-3125.9pp | 2267.84%-2270.2pp | 282.22%-284.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,158 | $3,992+179.5% | $3,583+211.4% | $5,352+108.5% |
| Admin fee / account holder | $4,483 | $5,691-21.2% | $4,880-8.1% | $9,540-53.0% |