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 | $18,876 | $45,152-58.2% | $73,843-74.4% | $59,632-68.3% |
| Participation rate | 76.9% | 64.0%+12.9pp | 73.4%+3.5pp | 68.7%+8.3pp |
| Annual return | -0.22% | 27.40%-27.6pp | 2267.84%-2268.1pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $164 | $1,902-91.4% | $2,787-94.1% | $2,203-92.5% |
| Participant deferral / active EE | $1,902 | $2,574-26.1% | $3,583-46.9% | $3,192-40.4% |
| Admin fee / account holder | $2,858 | $3,516-18.7% | $4,880-41.4% | $4,297-33.5% |