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 | $37,168 | $197,825-81.2% | $155,790-76.1% | $125,391-70.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.50% | 86.74%-88.2pp | 71.54%-73.0pp | 282.22%-283.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,408 | $5,630+49.3% | $4,797+75.3% | $5,352+57.1% |
| Admin fee / account holder | $14,558 | $9,545+52.5% | $7,478+94.7% | $9,540+52.6% |