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 | $98,261 | $52,519+87.1% | $155,790-36.9% | $59,632+64.8% |
| Participation rate | 71.8% | 61.7%+10.1pp | 76.1%-4.3pp | 68.7%+3.1pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,042 | $3,084+95.9% | $4,797+26.0% | $3,192+89.3% |
| Admin fee / account holder | $847 | $3,540-76.1% | $7,478-88.7% | $4,297-80.3% |