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 | $35,517 | $82,630-57.0% | $64,105-44.6% | $125,391-71.7% |
| Participation rate | 71.4% | 75.9%-4.4pp | 68.2%+3.3pp | 83.2%-11.8pp |
| Annual return | 0.23% | 1489.72%-1489.5pp | 791.24%-791.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $168 | $2,671-93.7% | $1,820-90.8% | $4,866-96.5% |
| Participant deferral / active EE | $1,122 | $3,608-68.9% | $2,822-60.3% | $5,352-79.0% |
| Admin fee / account holder | $1,350 | $6,382-78.8% | $4,499-70.0% | $9,540-85.9% |