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 | $44,853 | $93,024-51.8% | $77,024-41.8% | $134,475-66.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.41% | 62.60%-84.0pp | 42.32%-63.7pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3 | $3,418-99.9% | $2,812-99.9% | $4,740-99.9% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,597 | $6,944-77.0% | $5,425-70.6% | $11,426-86.0% |