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 | $38,478 | $48,274-20.3% | $63,517-39.4% | $59,632-35.5% |
| Participation rate | 75.0% | 66.3%+8.7pp | 71.0%+4.0pp | 68.7%+6.3pp |
| Annual return | -0.57% | -240.79%+240.2pp | -70.30%+69.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $192 | $1,586-87.9% | $2,322-91.7% | $2,203-91.3% |
| Participant deferral / active EE | $1,967 | $2,343-16.1% | $2,953-33.4% | $3,192-38.4% |
| Admin fee / account holder | $1,168 | $3,600-67.5% | $5,892-80.2% | $4,297-72.8% |