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 | $92,105 | $138,065-33.3% | $123,544-25.4% | $135,375-32.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.69% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $42 | $5,151-99.2% | $4,628-99.1% | $4,779-99.1% |
| Participant deferral / active EE | $7,450 | $6,799+9.6% | $6,426+15.9% | $5,609+32.8% |
| Admin fee / account holder | $29,170 | $10,916+167.2% | $9,284+214.2% | $10,827+169.4% |