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 4-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 | $31,523 | $82,664-61.9% | $125,339-74.8% | $68,494-54.0% |
| Participation rate | 77.1% | 75.0%+2.1pp | 82.4%-5.2pp | 67.9%+9.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,809 | $6,110+44.2% | $7,446+18.3% | $4,027+118.8% |
| Admin fee / account holder | $9,532 | $6,275+51.9% | $10,010-4.8% | $5,403+76.4% |