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 7-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 | $18,938 | $99,640-81.0% | $86,436-78.1% | $134,475-85.9% |
| Participation rate | 89.5% | 82.0%+7.4pp | 80.3%+9.2pp | 81.2%+8.3pp |
| Annual return | -19.98% | 6782.58%-6802.6pp | 4394.89%-4414.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,727 | $7,246-7.2% | $6,952-3.2% | $6,400+5.1% |
| Admin fee / account holder | $3,770 | $8,371-55.0% | $6,731-44.0% | $11,426-67.0% |